Filed July 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 26 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Advisory (Participants) | $5,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,360 | $48,053-59.7% | $84,637-77.1% | $72,976-73.5% |
| Participation rate | 74.2% | 57.6%+16.6pp | 68.2%+6.0pp | 69.5%+4.7pp |
| Annual return | 25.65% | 37.39%-11.7pp | 258.82%-233.2pp | 81.02%-55.4pp |
| Employer contribution / active EE | $284 | $1,602-82.3% | $2,653-89.3% | $2,440-88.4% |
| Participant deferral / active EE | $1,708 | $2,681-36.3% | $3,900-56.2% | $3,608-52.6% |
| Admin fee / account holder | $83 | $3,395-97.6% | $4,914-98.3% | $5,124-98.4% |