Filed April 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $30,348 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,271 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,597 | $52,507-28.4% | $129,406-70.9% | $74,478-49.5% |
| Participation rate | 85.5% | 53.9%+31.6pp | 69.6%+15.8pp | 67.2%+18.2pp |
| Annual return | 16.97% | 15.64%+1.3pp | 9468.18%-9451.2pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $1,369 | $1,534-10.8% | $4,155-67.1% | $2,626-47.9% |
| Participant deferral / active EE | $2,869 | $2,801+2.5% | $4,167-31.1% | $4,350-34.0% |
| Admin fee / account holder | $371 | $2,639-85.9% | $7,689-95.2% | $1,946-80.9% |