Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4 years Filed as: FISHER ASSET MANAGMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $40,092 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,906 |
Filed as: MATTHEWS GOLD KENNEDY & SNOW INC Service code 13 6530 NORTH 16TH STREET · PHOENIX, AZ 850161306 | Contract Administrator | $2,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,240 | $85,515-42.4% | $112,040-56.1% | $67,986-27.6% |
| Participation rate | 86.5% | 68.2%+18.3pp | 76.5%+10.0pp | 57.2%+29.3pp |
| Annual return | 7.00% | 29.68%-22.7pp | 24.52%-17.5pp | 31.67%-24.7pp |
| Employer contribution / active EE | $366 | $2,191-83.3% | $2,954-87.6% | $2,019-81.9% |
| Participant deferral / active EE | $3,786 | $4,014-5.7% | $5,098-25.7% | $3,358+12.8% |
| Admin fee / account holder | $379 | $3,774-90.0% | $12,098-96.9% | $3,203-88.2% |