Filed May 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $43,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,559 | $76,696-10.6% | $96,538-29.0% | $71,529-4.2% |
| Participation rate | 64.8% | 66.6%-1.8pp | 74.3%-9.5pp | 67.9%-3.1pp |
| Annual return | 24.08% | 48.32%-24.2pp | 35.74%-11.7pp | 28.97%-4.9pp |
| Employer contribution / active EE | $3,319 | $3,032+9.5% | $3,740-11.3% | $2,590+28.2% |
| Participant deferral / active EE | $6,562 | $3,770+74.0% | $4,880+34.5% | $4,291+52.9% |
| Admin fee / account holder | $468 | $2,030-76.9% | $6,737-93.1% | $1,588-70.5% |