Fisher & Company, Incorporated

64
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (70)
Highest in Peer Group (87)

Plan Description

Fisher & Company, Incorporated 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Company Generosity. Fisher & Company, Incorporated 401k Plan currently has over 1,600 active participants and over $38.1M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (64) and the top rated plan (87) could equate to:
12
Additional years of work
120,190
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 33300 Fisher Drive
  • Location
    Saint Clair Shores , MI
  • 48082
  • Industry
    Manufacturing
  • Administrator
    Rosalyn Rottier
  • Net Plan Assets
    $38,100,000
  • Total Participants
    1,600
  • Avg Account Balance
    $26,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Peer Group Plans

Company Rating
Linamar Holdings Nevada 72.5
Mubea 68.1
Autoneum North America 64.5
Commercial Vehicle Group 61.5
UGN 61.2
Newman Technology 59.6
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 38%
36%
Vanguard 500 Index 15%
18%
Harbor Capital Appreciation 10%
80%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Empower
Auditor
Plante & Moran, PLLC

Articles and Questions

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