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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC1+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $31,587 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $524 | $23,119-97.7% | $71,086-99.3% | $75,289-99.3% |
| Participation rate | 59.8% | 36.3%+23.5pp | 54.7%+5.2pp | 72.4%-12.6pp |
| Annual return | 0.00% | -3.32%+3.3pp | 650.59%-650.6pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $236 | $960-75.4% | $1,874-87.4% | $3,739-93.7% |
| Admin fee / account holder | $18 | $89-79.7% | $3,082-99.4% | $102-82.2% |