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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC9 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $215,947 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,835 | $106,264+22.2% | $147,117-11.7% | $77,762+67.0% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 15.69% | 56.94%-41.2pp | 420.54%-404.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $4,852 | $4,074+19.1% | $4,932-1.6% | $2,728+77.8% |
| Participant deferral / active EE | $9,699 | $8,003+21.2% | $8,065+20.3% | $4,651+108.5% |
| Admin fee / account holder | $218 | $334-34.8% | $12,993-98.3% | $433-49.6% |