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| Provider | Service type | Compensation |
|---|---|---|
ASSURANCE DIMENSIONS1 year Service code 15 · EIN 26-3429295 | Recordkeeping | $8,000 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $5,018 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,145 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,839 | $65,034-55.7% | $90,970-68.3% | $79,856-63.9% |
| Participation rate | 24.6% | 61.6%-37.0pp | 69.0%-44.4pp | 69.6%-45.0pp |
| Annual return | 11.13% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $188 | $2,512-92.5% | $3,373-94.4% | $3,741-95.0% |
| Admin fee / account holder | $622 | $4,536-86.3% | $5,961-89.6% | $5,306-88.3% |