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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $111,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,862 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $6,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,312 | $61,391+304.5% | $149,723+65.8% | $71,529+247.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.41% | 35.88%-18.5pp | 134.50%-117.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $14,556 | $2,384+510.7% | $4,821+201.9% | $2,590+462.0% |
| Participant deferral / active EE | $10,351 | $2,921+254.4% | $5,682+82.2% | $4,291+141.2% |
| Admin fee / account holder | $988 | $1,264-21.8% | $13,215-92.5% | $1,588-37.8% |