3Wealth-generating fees are defined as plan advisor fees & fund fees non-wealth generating fees are defined as all other fees, including recordkeeper and third party administrator fees. ePlanSoft enables easy, secure, flexible collaboration and permissions, document versioning with markups, a searchable comment library and enhanced markup tools.The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants Ascensus for bundled recordkeeping (.33%) and the weighted average fund expense ratio based on actual client investment allocations (.07%). 2Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The Industry Average fund fee (.48%) was calculated by taking 32% of the industry average total plan fees (1.49%), as this is the average proportion of the fee allocated to investment managers in the report.The Fisher Client Average rates are based on Fisher plans utilizing Ascensus as their recordkeeper as of. ![]() ![]() ![]() 1Industry Average rates based on the 2020 Vanguard Retirement Plan Access™ Study-Small Business Edition.
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