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| Provider | Service type | Compensation |
|---|---|---|
SHAREBUILDER ADVISOR LLC8 years Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $184,860 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,765 | $95,417+14.0% | $135,974-20.0% | $74,460+46.1% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.2pp |
| Annual return | 19.61% | 32.76%-13.2pp | 68.30%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,614 | $3,878+19.0% | $4,859-5.0% | $2,638+74.9% |
| Participant deferral / active EE | $9,776 | $7,789+25.5% | $7,760+26.0% | $4,530+115.8% |
| Admin fee / account holder | $193 | $266-27.6% | $10,767-98.2% | $348-44.6% |