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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1+ years Service code 28 13100 SKYLINE BOULEVARD · WOODSIDE, CA 94062 | Investment Management | $42,499 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -0.13% | -1.05%+0.9pp | -0.97%+0.8pp | -7.14%+7.0pp |
| Employer contribution / active EE | $0 | $8,702-100.0% | $22,441-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |