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| Provider | Service type | Compensation |
|---|---|---|
HEFFNER, JASON W.1+ years Service code 49 · EIN 51-4949559 | Other Services | $60,875 |
FORTUNE FINANCIAL ADVISORS, LLC1+ years Service code 27 · EIN 26-1420600 | Advisory (Plan) | $46,964 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,237 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,203 | $88,324-42.0% | $115,038-55.5% | $55,191-7.2% |
| Participation rate | 96.3% | 72.5%+23.7pp | 81.4%+14.9pp | 69.2%+27.1pp |
| Annual return | 0.10% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,908 | $2,805+3.7% | $4,608-36.9% | $1,899+53.1% |
| Participant deferral / active EE | $9,081 | $5,042+80.1% | $6,026+50.7% | $3,046+198.1% |
| Admin fee / account holder | $89 | $105-15.6% | $8,175-98.9% | $91-2.0% |