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HERITAGE UNIVERSITY

Toppenish, Washington
Educational Services
100-499 employees
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Retirement Plan Detail

Retirement Plan Ranking

Retirement Plan:
Heritage University Retirement Plan
HERITAGE UNIVERSITY
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Plan Benchmark

Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$2,534
Avg Employer Contribution per Person per Year
Below
Not EE Friendly
Plan Design
Below
Not EE Friendly
Admin Fees as a % of Total Assets
Laggard
11%
1 Year Return
Below

Peer Group

Size
100-499 employees
Region
Pacific Coast
Industry
Educational Services

Employer & Employee Contribution

Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort

Plan Details

Plan name
Heritage University Retirement Plan
Plan type
403b
Plan start date
07/01/1984
Plan assets
$23,621,884
Participation Rate
91.44 %
Loan %
0.95 %
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Key Plan Features

Each employer retirement plan is unique with different features that can benefit employees.
Loans
Yes
Self-directed
No
Auto-Enroll
No
Vesting Requirements
No

Returns

The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort

Administrative Fees

Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
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