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| Provider | Service type | Compensation |
|---|---|---|
LISA A. HENNESAY2+ years Service code 49 · EIN 54-8433879 HENNESAY FINANCIAL AND INS SERV · FRESNO, CA 93720 | Other Services | $72,145 |
ALL VALLEY ADMINISTRATORS, LLC2+ years Service code 13 · EIN 77-0536417 7525 N. CEDAR AVENUE, SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $39,662 |
ALL VALLEY ADMINISTRATORS, LLC2+ years Filed as: ALL VALLEY ADMINISTRATORS Service code 13 | Contract Administrator | $25,150 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,574 |
HENNESAY, LANCE E.2+ years Service code 49 | Other Services | $7,302 |
LANCE SOLL & LUNGHARD LLP2+ years Filed as: LANCE HENNESAY Service code 49 · EIN 54-8433879 HENNESAY FINANCIAL AND INS SERV · FRESNO, CA 937203354 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $27,179 | $37,213-27.0% | $156,551-82.6% | $63,975-57.5% |
| Participation rate | 91.3% | 65.0%+26.3pp | 84.0%+7.3pp | 71.1%+20.2pp |
| Annual return | 8.51% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,683 | $1,357+24.1% | $5,501-69.4% | $2,182-22.8% |
| Participant deferral / active EE | $2,322 | $2,070+12.2% | $4,871-52.3% | $3,356-30.8% |
| Admin fee / account holder | $36 | $56-35.9% | $13,028-99.7% | $70-48.8% |