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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $77,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,582 | $45,109+100.8% | $85,187+6.3% | $77,736+16.5% |
| Participation rate | 64.3% | 48.7%+15.6pp | 67.5%-3.2pp | 70.6%-6.3pp |
| Annual return | 15.39% | 79.55%-64.2pp | 66.67%-51.3pp | 31.26%-15.9pp |
| Employer contribution / active EE | $2,852 | $1,602+78.1% | $2,732+4.4% | $2,728+4.5% |
| Participant deferral / active EE | $8,821 | $2,814+213.5% | $4,525+94.9% | $4,651+89.7% |
| Admin fee / account holder | $457 | $915-50.0% | $6,162-92.6% | $433+5.6% |