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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,415 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $14,198 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,176 | $62,166-6.4% | $81,353-28.5% | $74,459-21.9% |
| Participation rate | 63.0% | 64.1%-1.1pp | 69.5%-6.6pp | 67.2%-4.3pp |
| Annual return | 13.25% | 16.50%-3.2pp | 24.82%-11.6pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,573 | $1,881-16.4% | $2,464-36.2% | $2,626-40.1% |
| Participant deferral / active EE | $4,057 | $3,223+25.9% | $3,885+4.4% | $4,350-6.7% |
| Admin fee / account holder | $318 | $1,925-83.5% | $5,766-94.5% | $1,945-83.7% |