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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC7 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $148,144 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $60,912 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,249 | $82,163+13.5% | $125,381-25.6% | $64,819+43.9% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -17.67% | 3.49%-21.2pp | 572.31%-590.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $4,160 | $3,616+15.0% | $4,815-13.6% | $2,507+66.0% |
| Participant deferral / active EE | $8,943 | $7,175+24.6% | $7,448+20.1% | $4,311+107.5% |
| Admin fee / account holder | $164 | $163+0.3% | $10,007-98.4% | $188-12.9% |