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 RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $46,363 |
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $41,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,069 |
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 | $111,329 | $38,967+185.7% | $86,233+29.1% | $79,634+39.8% |
| Participation rate | 64.9% | 34.1%+30.9pp | 69.0%-4.1pp | 62.5%+2.5pp |
| Annual return | 16.18% | 49.90%-33.7pp | 61.39%-45.2pp | 36.46%-20.3pp |
| Employer contribution / active EE | $2,970 | $868+242.0% | $2,504+18.6% | $2,529+17.4% |
| Participant deferral / active EE | $9,313 | $1,663+460.2% | $4,559+104.3% | $3,835+142.9% |
| Admin fee / account holder | $551 | $2,660-79.3% | $8,342-93.4% | $1,002-45.0% |