Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $21,999 |
BAKER TILLY US, LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $18,900 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $16,397 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,667 |
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 | $35,633 | $79,223-55.0% | $102,460-65.2% | $74,478-52.2% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 30.36% | 54.98%-24.6pp | 29.47%+0.9pp | 1370.56%-1340.2pp |
| Employer contribution / active EE | $1,571 | $2,363-33.5% | $3,025-48.1% | $2,626-40.2% |
| Participant deferral / active EE | $3,784 | $4,417-14.3% | $5,056-25.2% | $4,350-13.0% |
| Admin fee / account holder | $373 | $2,003-81.4% | $9,460-96.1% | $1,946-80.8% |