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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $49,816 |
ALL VALLEY ADMINISTRATORS, LLC3+ years Service code 13 · EIN 77-0536417 7525 N. CEDAR AVENUE, SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $28,358 |
ALL VALLEY ADMINISTRATORS, LLC3+ years Filed as: ALL VALLEY ADMINISTRATORS Service code 13 | Contract Administrator | $25,000 |
LISA A. HENNESAY3+ years Service code 49 HENNESAY FINANCIAL AND INS SERV · FRESNO, CA 93720 | Other Services | $18,099 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,888 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $30,347 | $44,989-32.5% | $170,435-82.2% | $77,958-61.1% |
| Participation rate | 91.5% | 64.6%+26.9pp | 83.6%+7.9pp | 71.6%+19.8pp |
| Annual return | 16.50% | 19.61%-3.1pp | 205.94%-189.4pp | 20.87%-4.4pp |
| Employer contribution / active EE | $1,868 | $1,466+27.4% | $5,432-65.6% | $2,310-19.1% |
| Participant deferral / active EE | $2,585 | $2,208+17.1% | $4,939-47.7% | $3,537-26.9% |
| Admin fee / account holder | $28 | $69-59.6% | $13,881-99.8% | $97-71.4% |