Filed February 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,671 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $8,941 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,463 | $80,724+10.8% | $103,333-13.4% | $74,495+20.1% |
| Participation rate | 71.4% | 65.7%+5.7pp | 74.5%-3.1pp | 67.2%+4.2pp |
| Annual return | 14.01% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,821 | $3,157-10.6% | $3,868-27.1% | $2,623+7.6% |
| Participant deferral / active EE | $6,089 | $3,860+57.7% | $5,057+20.4% | $4,346+40.1% |
| Admin fee / account holder | $432 | $2,368-81.8% | $8,355-94.8% | $1,942-77.8% |