Filed July 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $38,171 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,827 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,529 | $70,879-71.0% | $189,575-89.2% | $79,391-74.1% |
| Participation rate | 89.8% | 68.0%+21.8pp | 78.4%+11.3pp | 70.7%+19.1pp |
| Annual return | 15.52% | 20.70%-5.2pp | 64.19%-48.7pp | 116.88%-101.4pp |
| Employer contribution / active EE | $709 | $1,806-60.8% | $4,412-83.9% | $2,428-70.8% |
| Participant deferral / active EE | $3,054 | $4,081-25.2% | $6,174-50.5% | $4,046-24.5% |
| Admin fee / account holder | $318 | $647-50.9% | $9,806-96.8% | $627-49.3% |