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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS1 year Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $19,636 |
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $7,354 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,266 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,796 | $62,166-64.9% | $81,353-73.2% | $74,459-70.7% |
| Participation rate | 99.1% | 64.1%+35.1pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 7.63% | 16.50%-8.9pp | 24.82%-17.2pp | 1369.70%-1362.1pp |
| Employer contribution / active EE | $627 | $1,881-66.7% | $2,464-74.6% | $2,626-76.1% |
| Participant deferral / active EE | $3,686 | $3,223+14.3% | $3,885-5.1% | $4,350-15.3% |
| Admin fee / account holder | $235 | $1,925-87.8% | $5,766-95.9% | $1,945-87.9% |