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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $56,330 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,707 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,228 | $55,402-72.5% | $76,089-80.0% | $77,714-80.4% |
| Participation rate | 83.6% | 63.6%+20.1pp | 69.1%+14.5pp | 70.6%+13.0pp |
| Annual return | 13.78% | 17.09%-3.3pp | 360.94%-347.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $364 | $1,789-79.6% | $2,690-86.5% | $2,727-86.6% |
| Participant deferral / active EE | $2,505 | $3,450-27.4% | $4,259-41.2% | $4,649-46.1% |
| Admin fee / account holder | $300 | $410-26.8% | $6,418-95.3% | $433-30.7% |