Filed July 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Recordkeeping | $26,553 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,223 | $52,279-38.4% | $89,435-64.0% | $79,856-59.6% |
| Participation rate | 73.3% | 57.5%+15.8pp | 68.0%+5.3pp | 69.6%+3.7pp |
| Annual return | 15.19% | 22.16%-7.0pp | 245.55%-230.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $434 | $1,572-72.4% | $2,587-83.2% | $2,471-82.4% |
| Participant deferral / active EE | $2,178 | $2,740-20.5% | $3,890-44.0% | $3,741-41.8% |
| Admin fee / account holder | $468 | $3,356-86.1% | $4,884-90.4% | $5,306-91.2% |