Filed December 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $92,014 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,376 | $79,181+50.8% | $102,423+16.6% | $74,429+60.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.36% | 54.97%-37.6pp | 29.42%-12.1pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $3,157 | $2,362+33.7% | $3,023+4.4% | $2,625+20.3% |
| Participant deferral / active EE | $9,006 | $4,416+103.9% | $5,054+78.2% | $4,348+107.1% |
| Admin fee / account holder | $380 | $2,002-81.0% | $9,455-96.0% | $1,944-80.5% |