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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 | $80,855+0.9% | $153,416-46.8% | $86,983-6.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 24.35% | 16.18%+8.2pp | 17.84%+6.5pp | 25.83%-1.5pp |
| Employer contribution / active EE | $1,880 | $2,308-18.5% | $3,764-50.1% | $2,584-27.3% |
| Participant deferral / active EE | $3,750 | $3,333+12.5% | $4,723-20.6% | $4,194-10.6% |
| Admin fee / account holder | $562 | $6,908-91.9% | $13,095-95.7% | $7,856-92.8% |