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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $6,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,166 | $80,753-80.0% | $136,297-88.1% | $62,293-74.0% |
| Participation rate | 58.3% | 73.5%-15.3pp | 81.9%-23.7pp | 69.5%-11.3pp |
| Annual return | 25.11% | 35.83%-10.7pp | 5156.19%-5131.1pp | 28.90%-3.8pp |
| Employer contribution / active EE | $1,510 | $2,884-47.6% | $4,696-67.8% | $2,042-26.1% |
| Participant deferral / active EE | $3,092 | $5,164-40.1% | $6,247-50.5% | $3,169-2.4% |
| Admin fee / account holder | $120 | $525-77.1% | $9,244-98.7% | $479-74.9% |