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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 37 PO BOX 8904 · VANCOUVER, WA 98688 | Loan Processing | $22,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,909 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,666 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,975 | $83,884-63.1% | $64,101-51.7% | $74,460-58.4% |
| Participation rate | 51.2% | 76.6%-25.4pp | 72.3%-21.1pp | 70.7%-19.6pp |
| Annual return | 5.02% | 16.57%-11.5pp | 33.72%-28.7pp | 34.38%-29.4pp |
| Employer contribution / active EE | $718 | $3,084-76.7% | $2,749-73.9% | $2,638-72.8% |
| Participant deferral / active EE | $2,073 | $3,692-43.8% | $3,881-46.6% | $4,530-54.2% |
| Admin fee / account holder | $247 | $196+26.1% | $3,070-91.9% | $348-28.9% |