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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $63,013 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,937 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $73,937 | $84,482-12.5% | $125,363-41.0% | $66,930+10.5% |
| Participation rate | 92.2% | 76.4%+15.7pp | 82.4%+9.8pp | 69.8%+22.3pp |
| Annual return | 22.97% | -8.49%+31.5pp | 572.15%-549.2pp | 1.57%+21.4pp |
| Employer contribution / active EE | $2,897 | $3,553-18.4% | $4,815-39.8% | $2,545+13.8% |
| Participant deferral / active EE | $11,216 | $6,782+65.4% | $7,447+50.6% | $4,238+164.7% |
| Admin fee / account holder | $509 | $685-25.7% | $10,005-94.9% | $593-14.3% |