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| 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) | $33,482 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,305 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $12,274 |
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 | $81,586 | $77,896+4.7% | $134,172-39.2% | $82,448-1.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 24.35% | 18.21%+6.1pp | 25.30%-0.9pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,880 | $2,159-12.9% | $3,420-45.0% | $2,551-26.3% |
| Participant deferral / active EE | $3,750 | $3,162+18.6% | $4,690-20.1% | $4,139-9.4% |
| Admin fee / account holder | $562 | $6,336-91.1% | $12,016-95.3% | $7,234-92.2% |