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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $27,990 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,540 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,654 | $69,383-31.3% | $101,271-52.9% | $73,493-35.2% |
| Participation rate | 33.3% | 68.4%-35.0pp | 75.8%-42.5pp | 70.7%-37.3pp |
| Annual return | 16.81% | 18.46%-1.6pp | 46.48%-29.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $901 | $2,628-65.7% | $3,660-75.4% | $2,270-60.3% |
| Participant deferral / active EE | $1,504 | $3,301-54.4% | $4,371-65.6% | $3,740-59.8% |
| Admin fee / account holder | $730 | $704+3.7% | $5,948-87.7% | $513+42.2% |