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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $46,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,717 |
Service code 10 · EIN 23-2667890 | Accounting | $8,025 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,369 | $80,748-31.4% | $102,383-45.9% | $74,429-25.6% |
| Participation rate | 92.7% | 65.7%+27.0pp | 74.5%+18.2pp | 67.2%+25.5pp |
| Annual return | 8.29% | 27.57%-19.3pp | 24.94%-16.6pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $3,811 | $3,159+20.6% | $3,870-1.5% | $2,625+45.2% |
| Participant deferral / active EE | $3,659 | $3,861-5.2% | $5,060-27.7% | $4,348-15.9% |
| Admin fee / account holder | $493 | $2,371-79.2% | $8,391-94.1% | $1,944-74.7% |