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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 SECOND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $19,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,611 | $81,494-52.6% | $133,978-71.2% | $73,497-47.5% |
| Participation rate | 58.8% | 76.4%-17.6pp | 79.8%-21.0pp | 70.7%-11.9pp |
| Annual return | 16.21% | 19.40%-3.2pp | 45.10%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,365 | $2,210+7.0% | $3,919-39.7% | $2,270+4.2% |
| Participant deferral / active EE | $4,380 | $3,787+15.6% | $5,047-13.2% | $3,740+17.1% |
| Admin fee / account holder | $165 | $713-76.9% | $8,930-98.2% | $513-67.9% |