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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC3 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $83,731 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $46,996 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,881 | $75,388-7.3% | $123,553-43.4% | $55,725+25.4% |
| Participation rate | 98.0% | 75.7%+22.4pp | 82.3%+15.7pp | 70.9%+27.2pp |
| Annual return | -6.72% | 4.48%-11.2pp | 119.21%-125.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $3,497 | $3,063+14.2% | $4,628-24.4% | $2,078+68.3% |
| Participant deferral / active EE | $8,085 | $5,651+43.1% | $6,426+25.8% | $3,356+141.0% |
| Admin fee / account holder | $120 | $1200% | $9,284-98.7% | $115+4.0% |