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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $54,192 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,663 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,521 | $122,063-46.3% | $184,256-64.4% | $74,478-12.0% |
| Participation rate | 51.8% | 85.5%-33.7pp | 86.8%-35.1pp | 67.2%-15.5pp |
| Annual return | 21.53% | 19.92%+1.6pp | 28.85%-7.3pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $1,883 | $4,539-58.5% | $6,427-70.7% | $2,626-28.3% |
| Participant deferral / active EE | $4,222 | $7,144-40.9% | $9,133-53.8% | $4,350-2.9% |
| Admin fee / account holder | $647 | $1,253-48.4% | $13,899-95.3% | $1,946-66.8% |