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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC6 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $137,859 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $58,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,171 | $104,336+10.4% | $159,455-27.8% | $86,813+32.7% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.8%+15.4pp | 72.3%+25.9pp |
| Annual return | 17.88% | 26.32%-8.4pp | 263.63%-245.7pp | 97.93%-80.0pp |
| Employer contribution / active EE | $4,119 | $3,451+19.3% | $4,830-14.7% | $2,406+71.2% |
| Participant deferral / active EE | $8,801 | $6,837+28.7% | $7,353+19.7% | $4,131+113.0% |
| Admin fee / account holder | $168 | $172-2.2% | $10,800-98.4% | $170-0.7% |