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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $27,140 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,088 |
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.)
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 | $90,505 | $64,138+41.1% | $112,258-19.4% | $66,930+35.2% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.1%-51.7pp | 69.8%-46.5pp |
| Annual return | -19.80% | -13.81%-6.0pp | 27.47%-47.3pp | 1.57%-21.4pp |
| Employer contribution / active EE | $770 | $3,006-74.4% | $3,636-78.8% | $2,545-69.8% |
| Participant deferral / active EE | $1,714 | $3,694-53.6% | $4,728-63.8% | $4,238-59.6% |
| Admin fee / account holder | $510 | $625-18.4% | $6,411-92.0% | $593-14.0% |