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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $40,672 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,735 | $60,454+36.9% | $81,844+1.1% | $74,459+11.1% |
| Participation rate | 95.0% | 63.0%+32.0pp | 72.4%+22.6pp | 67.2%+27.7pp |
| Annual return | 23.41% | 16.87%+6.5pp | 778.87%-755.5pp | 1369.70%-1346.3pp |
| Employer contribution / active EE | $14,201 | $2,630+440.1% | $2,916+386.9% | $2,626+440.8% |
| Participant deferral / active EE | $13,289 | $3,398+291.1% | $4,323+207.4% | $4,350+205.5% |
| Admin fee / account holder | $291 | $1,490-80.5% | $7,355-96.0% | $1,945-85.1% |