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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER INVESTMENTS 401(K) SOLUTIONS Service code 27 6500 INTERNATIONAL PARKWAY · PLANO, TX 75093 | Advisory (Plan) | $40,975 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,814 |
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 | $80,421 | $41,016+96.1% | $152,093-47.1% | $64,097+25.5% |
| Participation rate | 86.0% | 51.3%+34.7pp | 77.8%+8.2pp | 55.2%+30.8pp |
| Annual return | 12.36% | 39.60%-27.2pp | 66.36%-54.0pp | 34.64%-22.3pp |
| Employer contribution / active EE | $2,668 | $1,342+98.7% | $4,175-36.1% | $1,891+41.0% |
| Participant deferral / active EE | $3,445 | $1,927+78.7% | $5,451-36.8% | $3,080+11.9% |
| Admin fee / account holder | $691 | $2,305-70.0% | $14,497-95.2% | $3,454-80.0% |