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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $44,528 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,941 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY · PLANO, TX 75093 | Advisory (Plan) | $16,561 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $12,150 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,162 | $93,351-61.3% | $62,929-42.5% | $79,634-54.6% |
| Participation rate | 65.2% | 74.6%-9.5pp | 73.1%-7.9pp | 62.5%+2.7pp |
| Annual return | 10.33% | 14.37%-4.0pp | 1063.93%-1053.6pp | 36.46%-26.1pp |
| Employer contribution / active EE | $920 | $3,135-70.6% | $2,505-63.3% | $2,529-63.6% |
| Participant deferral / active EE | $2,990 | $3,921-23.7% | $3,888-23.1% | $3,835-22.0% |
| Admin fee / account holder | $377 | $229+64.5% | $5,065-92.6% | $1,002-62.4% |