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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4+ years Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 94-3029777 | Advisory (Plan) | $104,431 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $19,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,447 | $49,138+18.9% | $84,015-30.4% | $65,185-10.3% |
| Participation rate | 88.6% | 60.7%+27.8pp | 69.0%+19.6pp | 70.2%+18.4pp |
| Annual return | 3.95% | 23.00%-19.0pp | 71.31%-67.4pp | 29.38%-25.4pp |
| Employer contribution / active EE | $4,110 | $914+349.8% | $1,983+107.2% | $2,177+88.8% |
| Participant deferral / active EE | $2,774 | $2,397+15.7% | $3,239-14.3% | $3,514-21.0% |
| Admin fee / account holder | $529 | $543-2.7% | $6,101-91.3% | $847-37.6% |