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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 94-3029777 | Advisory (Plan) | $37,503 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 | Recordkeeping | $9,740 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,790 | $108,285+50.3% | $77,552+109.9% | $158,982+2.4% |
| Participation rate | 92.9% | 64.4%+28.4pp | 54.2%+38.7pp | 82.0%+10.9pp |
| Annual return | 26.06% | 31.69%-5.6pp | 54.82%-28.8pp | 302.99%-276.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,574 | $2,455-35.9% | $1,861-15.4% | $5,983-73.7% |
| Admin fee / account holder | $1,498 | $3,709-59.6% | $2,859-47.6% | $11,252-86.7% |