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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $31,015 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,320 | $59,402-30.4% | $93,654-55.9% | $74,546-44.6% |
| Participation rate | 88.5% | 59.7%+28.8pp | 68.7%+19.7pp | 67.2%+21.3pp |
| Annual return | 17.03% | 81.86%-64.8pp | 133.34%-116.3pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $289 | $1,265-77.1% | $2,421-88.1% | $2,624-89.0% |
| Participant deferral / active EE | $2,306 | $3,049-24.3% | $4,413-47.7% | $4,347-46.9% |
| Admin fee / account holder | $298 | $3,023-90.2% | $8,282-96.4% | $1,944-84.7% |