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| Provider | Service type | Compensation |
|---|---|---|
LISA A. HENNESAY1+ years Service code 49 · EIN 54-8433879 HENNESAY FINANCIAL AND INS SERV · FRESNO, CA 93720 | Other Services | $79,408 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Filed as: ALL VALLEY ADMINISTRATORS Service code 49 | Other Services | $25,000 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Service code 13 · EIN 77-0536417 7525 N. CEDAR AVENUE, SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $12,825 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,905 |
HENNESAY, LANCE E.1+ years Service code 49 | Other Services | $8,651 |
LANCE SOLL & LUNGHARD LLP1+ years Filed as: LANCE HENNESAY Service code 49 · EIN 54-8433879 HENNESAY FINANCIAL AND INS SERV · FRESNO, CA 937203354 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,623 | $37,039-33.5% | $147,617-83.3% | $59,188-58.4% |
| Participation rate | 86.6% | 63.8%+22.8pp | 84.6%+2.0pp | 69.4%+17.2pp |
| Annual return | -1.00% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $1,566 | $1,353+15.8% | $5,564-71.9% | $2,098-25.3% |
| Participant deferral / active EE | $2,085 | $2,094-0.4% | $4,895-57.4% | $3,265-36.1% |
| Admin fee / account holder | $16 | $60-72.7% | $11,612-99.9% | $92-82.2% |