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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1 year Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $20,943 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,115 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,643 | $79,045-67.6% | $100,378-74.5% | $74,429-65.5% |
| Participation rate | 95.9% | 79.4%+16.4pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 14.60% | 20.61%-6.0pp | 49.41%-34.8pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $4,388 | $3,015+45.5% | $3,942+11.3% | $2,625+67.2% |
| Participant deferral / active EE | $5,562 | $7,751-28.2% | $8,087-31.2% | $4,348+27.9% |
| Admin fee / account holder | $113 | $1,335-91.5% | $7,899-98.6% | $1,944-94.2% |