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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 37 PO BOX 8904 · VANCOUVER, WA 98688 | Loan Processing | $50,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,905 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,533 | $91,710-62.3% | $67,560-48.9% | $77,762-55.6% |
| Participation rate | 49.2% | 76.0%-26.8pp | 72.9%-23.8pp | 70.6%-21.4pp |
| Annual return | 18.94% | 14.88%+4.1pp | 3533.50%-3514.6pp | 31.27%-12.3pp |
| Employer contribution / active EE | $663 | $3,187-79.2% | $2,737-75.8% | $2,728-75.7% |
| Participant deferral / active EE | $2,073 | $3,911-47.0% | $4,004-48.2% | $4,651-55.4% |
| Admin fee / account holder | $349 | $245+42.4% | $3,994-91.3% | $433-19.4% |