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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 | $81,403+0.2% | $147,027-44.5% | $87,485-6.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 24.35% | 16.51%+7.8pp | 20.23%+4.1pp | 26.06%-1.7pp |
| Employer contribution / active EE | $1,880 | $2,205-14.8% | $3,626-48.2% | $2,596-27.6% |
| Participant deferral / active EE | $3,750 | $3,315+13.1% | $4,933-24.0% | $4,274-12.3% |
| Admin fee / account holder | $562 | $6,755-91.7% | $12,223-95.4% | $7,775-92.8% |