Filed May 10, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,867-38.3% | $120,344-59.1% | $64,340-23.5% |
| Participation rate | 86.5% | 63.0%+23.5pp | 76.7%+9.8pp | 55.2%+31.3pp |
| Annual return | 7.00% | 21.10%-14.1pp | 20.30%-13.3pp | 24.14%-17.1pp |
| Employer contribution / active EE | $366 | $1,925-81.0% | $3,020-87.9% | $1,862-80.4% |
| Participant deferral / active EE | $3,786 | $3,593+5.4% | $5,135-26.3% | $2,980+27.0% |
| Admin fee / account holder | $379 | $5,039-92.5% | $12,742-97.0% | $3,703-89.8% |