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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLD Service code 27 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $96,986 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,563 | $55,446+400.6% | $155,574+78.4% | $74,429+272.9% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 13.54% | 269.20%-255.7pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $15,455 | $2,266+582.0% | $4,676+230.5% | $2,625+488.8% |
| Participant deferral / active EE | $10,172 | $2,836+258.7% | $5,629+80.7% | $4,348+133.9% |
| Admin fee / account holder | $926 | $1,743-46.9% | $15,914-94.2% | $1,944-52.4% |