Filed July 24, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $31,470 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,483 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,942 | $60,454-48.8% | $81,844-62.2% | $74,459-58.4% |
| Participation rate | 90.5% | 63.0%+27.5pp | 72.4%+18.1pp | 67.2%+23.3pp |
| Annual return | 12.65% | 16.87%-4.2pp | 778.87%-766.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $1,392 | $2,630-47.0% | $2,916-52.3% | $2,626-47.0% |
| Participant deferral / active EE | $2,586 | $3,398-23.9% | $4,323-40.2% | $4,350-40.5% |
| Admin fee / account holder | $201 | $1,490-86.5% | $7,355-97.3% | $1,945-89.7% |