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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Advisory (Plan) | $25,434 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,031 |
FISHER INVESTMENTS1 year Service code 50 · EIN 20-2480800 | Direct Payment | $3,173 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $7 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,398 | $111,491-82.6% | $189,537-89.8% | $86,821-77.7% |
| Participation rate | 33.5% | 87.3%-53.9pp | 87.8%-54.4pp | 72.3%-38.8pp |
| Annual return | 22.15% | 83.50%-61.3pp | 555.34%-533.2pp | 97.94%-75.8pp |
| Employer contribution / active EE | $664 | $3,951-83.2% | $6,161-89.2% | $2,406-72.4% |
| Participant deferral / active EE | $1,089 | $6,437-83.1% | $8,220-86.8% | $4,132-73.6% |
| Admin fee / account holder | $219 | $189+16.3% | $12,048-98.2% | $170+29.4% |