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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET STE 700 · SEATTLE, WA 98104 | Advisory (Plan) | $5,964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,867 | $75,183-86.9% | $123,894-92.0% | $55,167-82.1% |
| Participation rate | 82.0% | 72.8%+9.2pp | 81.4%+0.6pp | 69.0%+13.0pp |
| Annual return | 16.74% | 19.01%-2.3pp | 47.52%-30.8pp | 169.23%-152.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,663 | $5,084-8.3% | $5,984-22.1% | $3,054+52.7% |
| Admin fee / account holder | $38 | $663-94.3% | $8,357-99.5% | $504-92.5% |