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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1+ years Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $4,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,495 | $46,360-57.9% | $147,617-86.8% | $52,331-62.7% |
| Participation rate | 27.3% | 64.9%-37.7pp | 84.6%-57.3pp | 68.1%-40.8pp |
| Annual return | -2.20% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,117 | $2,258-50.5% | $4,895-77.2% | $3,022-63.0% |
| Admin fee / account holder | $132 | $766-82.8% | $11,612-98.9% | $592-77.7% |