Sign up free to preview peer percentile detail
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) | $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 | $87,180-6.4% | $173,703-53.0% | $94,015-13.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | 24.35% | 14.17%+10.2pp | 17.46%+6.9pp | 17.84%+6.5pp |
| Employer contribution / active EE | $1,880 | $2,494-24.6% | $4,288-56.2% | $2,790-32.6% |
| Participant deferral / active EE | $3,750 | $3,343+12.2% | $4,854-22.7% | $4,249-11.8% |
| Admin fee / account holder | $562 | $7,506-92.5% | $15,562-96.4% | $8,951-93.7% |