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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 | $43,749+83.8% | $158,223-49.2% | $65,306+23.1% |
| Participation rate | 86.0% | 56.9%+29.1pp | 79.2%+6.8pp | 57.7%+28.3pp |
| Annual return | 12.36% | 19.41%-7.0pp | 52.09%-39.7pp | 21.94%-9.6pp |
| Employer contribution / active EE | $2,668 | $1,497+78.2% | $4,109-35.1% | $1,967+35.6% |
| Participant deferral / active EE | $3,445 | $2,019+70.6% | $5,467-37.0% | $2,959+16.4% |
| Admin fee / account holder | $691 | $1,930-64.2% | $16,047-95.7% | $3,480-80.1% |