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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC2 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $15,502 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,430 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,089 | $37,196-54.1% | $154,114-88.9% | $55,725-69.3% |
| Participation rate | 42.1% | 64.1%-22.0pp | 83.0%-40.9pp | 70.9%-28.7pp |
| Annual return | -1.32% | 1319.68%-1321.0pp | 735.16%-736.5pp | 244.93%-246.3pp |
| Employer contribution / active EE | $506 | $1,614-68.7% | $5,298-90.5% | $2,078-75.7% |
| Participant deferral / active EE | $2,514 | $2,068+21.5% | $5,081-50.5% | $3,356-25.1% |
| Admin fee / account holder | $94 | $102-7.7% | $13,411-99.3% | $115-18.6% |