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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $16,176 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,531 | $58,320-64.8% | $86,439-76.2% | $66,930-69.3% |
| Participation rate | 86.7% | 78.6%+8.1pp | 80.3%+6.4pp | 69.8%+16.9pp |
| Annual return | 22.61% | -9.71%+32.3pp | 4395.55%-4372.9pp | 1.57%+21.0pp |
| Employer contribution / active EE | $3,840 | $2,615+46.8% | $3,769+1.9% | $2,545+50.9% |
| Participant deferral / active EE | $4,969 | $6,899-28.0% | $6,952-28.5% | $4,238+17.3% |
| Admin fee / account holder | $98 | $546-82.0% | $6,732-98.5% | $593-83.4% |