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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,463 | $80,781+10.7% | $102,437-12.7% | $74,478+20.1% |
| Participation rate | 71.4% | 65.7%+5.8pp | 74.5%-3.1pp | 67.2%+4.2pp |
| Annual return | 14.01% | 27.58%-13.6pp | 24.95%-10.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $2,821 | $3,160-10.7% | $3,871-27.1% | $2,626+7.4% |
| Participant deferral / active EE | $6,089 | $3,862+57.7% | $5,060+20.3% | $4,350+40.0% |
| Admin fee / account holder | $432 | $2,372-81.8% | $8,388-94.9% | $1,946-77.8% |