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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Recordkeeping | $32,748 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,713 |
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.)
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 | $49,978 | $63,082-20.8% | $81,716-38.8% | $79,852-37.4% |
| Participation rate | 67.7% | 67.5%+0.2pp | 72.0%-4.3pp | 69.6%-1.9pp |
| Annual return | 19.26% | 22.66%-3.4pp | 29.49%-10.2pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,442 | $1,795+36.0% | $4,310-43.3% | $2,471-1.2% |
| Participant deferral / active EE | $5,714 | $2,780+105.5% | $7,108-19.6% | $3,740+52.8% |
| Admin fee / account holder | $604 | $4,428-86.4% | $5,159-88.3% | $5,306-88.6% |