Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS7 years Service code 16 · EIN 94-3029777 | Consulting | $11,378 |
BERNDT & ASSOCIATES2 years Service code 16 · EIN 34-1372248 | Consulting | $8,752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,375 | $45,000+918.6% | $143,801+218.8% | $77,906+488.4% |
| Participation rate | 88.9% | 66.8%+22.0pp | 80.3%+8.5pp | 73.7%+15.2pp |
| Annual return | -17.64% | 29.03%-46.7pp | -0.04%-17.6pp | 12.16%-29.8pp |
| Employer contribution / active EE | $21,722 | $1,870+1061.9% | $4,952+338.6% | $2,846+663.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | -$633 | $98-742.9% | $14,680-104.3% | $133-577.3% |