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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3+ years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $212,894 |
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $190,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,001 | $29,516-96.6% | $77,513-98.7% | $90,274-98.9% |
| Participation rate | 69.4% | 33.7%+35.8pp | 54.2%+15.2pp | 73.4%-3.9pp |
| Annual return | 12.83% | 231.18%-218.3pp | 54.81%-42.0pp | 53.97%-41.1pp |
| Employer contribution / active EE | $5 | $381-98.7% | $987-99.5% | $2,523-99.8% |
| Participant deferral / active EE | $411 | $944-56.5% | $1,861-77.9% | $4,231-90.3% |
| Admin fee / account holder | $54 | $106-49.0% | $2,859-98.1% | $114-52.7% |