Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,181+17.0% | $102,423-9.6% | $74,429+24.4% |
| Participation rate | 49.3% | 74.8%-25.5pp | 76.5%-27.2pp | 67.2%-17.9pp |
| Annual return | 15.91% | 54.97%-39.1pp | 29.42%-13.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,624 | $2,362-31.2% | $3,023-46.3% | $2,625-38.1% |
| Participant deferral / active EE | $3,361 | $4,416-23.9% | $5,054-33.5% | $4,348-22.7% |
| Admin fee / account holder | $239 | $2,002-88.0% | $9,455-97.5% | $1,944-87.7% |