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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC5 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $105,706 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $53,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,627 | $100,801-5.1% | $149,745-36.1% | $73,412+30.3% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.5%+15.9pp | 72.2%+26.2pp |
| Annual return | 14.50% | 265.34%-250.8pp | 276.72%-262.2pp | 59.30%-44.8pp |
| Employer contribution / active EE | $3,945 | $3,312+19.1% | $4,646-15.1% | $2,234+76.6% |
| Participant deferral / active EE | $7,972 | $6,404+24.5% | $6,843+16.5% | $3,806+109.5% |
| Admin fee / account holder | $132 | $181-27.1% | $9,312-98.6% | $158-16.5% |