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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 26 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Advisory (Participants) | $6,907 |
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 26 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142016000 | Advisory (Participants) | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,266 | $50,666-36.3% | $76,823-58.0% | $65,185-50.5% |
| Participation rate | 65.8% | 68.8%-3.0pp | 72.1%-6.3pp | 70.2%-4.4pp |
| Annual return | 23.79% | 28.51%-4.7pp | 1166.42%-1142.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,928 | $1,575+22.4% | $2,302-16.2% | $2,177-11.4% |
| Participant deferral / active EE | $3,936 | $2,647+48.7% | $3,336+18.0% | $3,514+12.0% |
| Admin fee / account holder | $135 | $463-70.8% | $6,422-97.9% | $847-84.0% |