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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) | $23,595 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,507 | $64,176-30.6% | $112,263-60.4% | $66,949-33.5% |
| Participation rate | 44.0% | 68.4%-24.5pp | 75.1%-31.1pp | 69.8%-25.9pp |
| Annual return | -16.87% | -13.80%-3.1pp | 27.49%-44.4pp | 1.57%-18.4pp |
| Employer contribution / active EE | $139 | $3,007-95.4% | $3,636-96.2% | $2,545-94.5% |
| Participant deferral / active EE | $1,715 | $3,694-53.6% | $4,729-63.7% | $4,239-59.5% |
| Admin fee / account holder | $457 | $626-26.9% | $6,410-92.9% | $594-23.0% |