Heritage Financial Corporation
64
Plan:
Heritage Financial Corporation 401k Employee Stock Ownership Plan and Trust
22
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (64) and the top rated plan (87) could equate to:
[How is this calculated?]
[How is this calculated?]
13 additional years of work Up to $144,400 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
Heritage Financial Corporation 401k Employee Stock Ownership Plan and Trust is a defined contribution plan with a profit-sharing component, 401k feature, and leveraged ESOP component. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Account Balances and Company Generosity. Heritage Financial Corporation 401k Employee Stock Ownership Plan and Trust currently has over 300 active participants and over $21.4M in plan assets.
Retirement Plan Details
| Address |
P.O. Box 1578
Olympia, WA 98507 |
| Industry | Commercial Banking |
| Administrator | Brian L. Vance |
| Net Plan Assets | $21,400,000 |
| Total Participants | 390 |
| Avg Account Balance | $54,000 |
Compare Other Companies in Peer Group
| Bryn Mawr Bank | 76.4 |
| Emprise Bank | 68.9 |
| Citizens First National Bank | 66.9 |
| United Bank & Trust | 64.1 |
| AmeriServ Financial | 60.4 |
| First Farmers & Merchants Bank | 52.0 |
Comments