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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $22,813 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,615 | $79,223+16.9% | $102,460-9.6% | $74,478+24.4% |
| Participation rate | 49.3% | 74.8%-25.4pp | 76.5%-27.2pp | 67.2%-17.9pp |
| Annual return | 15.91% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $1,624 | $2,363-31.3% | $3,025-46.3% | $2,626-38.2% |
| Participant deferral / active EE | $3,361 | $4,417-23.9% | $5,056-33.5% | $4,350-22.7% |
| Admin fee / account holder | $239 | $2,003-88.1% | $9,460-97.5% | $1,946-87.7% |