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 | $87,465-43.7% | $122,979-60.0% | $65,306-24.6% |
| Participation rate | 86.5% | 66.0%+20.5pp | 77.2%+9.3pp | 57.7%+28.8pp |
| Annual return | 7.00% | 19.76%-12.8pp | 20.12%-13.1pp | 21.94%-14.9pp |
| Employer contribution / active EE | $366 | $2,156-83.0% | $3,062-88.1% | $1,967-81.4% |
| Participant deferral / active EE | $3,786 | $3,705+2.2% | $5,003-24.3% | $2,959+27.9% |
| Admin fee / account holder | $379 | $5,100-92.6% | $12,864-97.1% | $3,480-89.1% |