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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $35,499 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,161 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $60,059 | $56,438+6.4% | $76,902-21.9% | $71,529-16.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 17.22% | 19.05%-1.8pp | 37.91%-20.7pp | 28.97%-11.7pp |
| Employer contribution / active EE | $1,619 | $1,864-13.1% | $2,534-36.1% | $2,590-37.5% |
| Participant deferral / active EE | $5,275 | $3,136+68.2% | $3,833+37.6% | $4,291+22.9% |
| Admin fee / account holder | $375 | $1,430-73.8% | $5,479-93.2% | $1,588-76.4% |