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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $21,004 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $93,443 | $69,383+34.7% | $101,271-7.7% | $73,493+27.1% |
| Participation rate | 33.6% | 68.4%-34.8pp | 75.8%-42.2pp | 70.7%-37.1pp |
| Annual return | 27.75% | 18.46%+9.3pp | 46.48%-18.7pp | 28.51%-0.8pp |
| Employer contribution / active EE | $1,264 | $2,628-51.9% | $3,660-65.5% | $2,270-44.3% |
| Participant deferral / active EE | $2,674 | $3,301-19.0% | $4,371-38.8% | $3,740-28.5% |
| Admin fee / account holder | $407 | $704-42.1% | $5,948-93.2% | $513-20.6% |