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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 | $79,169-67.6% | $100,415-74.5% | $74,478-65.6% |
| Participation rate | 95.9% | 79.4%+16.5pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 14.60% | 20.51%-5.9pp | 49.47%-34.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $4,388 | $3,017+45.4% | $3,943+11.3% | $2,626+67.1% |
| Participant deferral / active EE | $5,562 | $7,751-28.2% | $8,091-31.3% | $4,350+27.9% |
| Admin fee / account holder | $113 | $1,337-91.5% | $7,906-98.6% | $1,946-94.2% |