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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $11,107 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,803 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,505 | $55,453-61.2% | $170,435-87.4% | $62,293-65.5% |
| Participation rate | 48.6% | 66.4%-17.7pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 17.90% | 21.38%-3.5pp | 205.94%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $541 | $2,164-75.0% | $5,432-90.0% | $2,042-73.5% |
| Participant deferral / active EE | $2,703 | $2,303+17.4% | $4,939-45.3% | $3,169-14.7% |
| Admin fee / account holder | $122 | $455-73.2% | $13,881-99.1% | $479-74.5% |