Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $59,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,460 |
KAPTEIN DYKSTRA & COMPANY PC2 years Service code 10 4095 CHICAGO DR · GRANDVILLE, MI 49468 | Accounting | $12,600 |
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 | $56,933 | $80,731-29.5% | $103,378-44.9% | $74,400-23.5% |
| Participation rate | 74.5% | 65.7%+8.8pp | 74.5%0pp | 67.2%+7.3pp |
| Annual return | 10.61% | 27.56%-17.0pp | 24.91%-14.3pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $1,016 | $3,159-67.9% | $3,870-73.8% | $2,624-61.3% |
| Participant deferral / active EE | $3,545 | $3,862-8.2% | $5,058-29.9% | $4,348-18.5% |
| Admin fee / account holder | $649 | $2,369-72.6% | $8,401-92.3% | $1,944-66.6% |