Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 99 · EIN 33-6134835 | Other Fees | $26,235 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY RD · HOUSTON, TX 77099 | Contract Administrator | $19,600 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324572 300 CLINTON SQUARE · ROCHESTER, NY 14604 | Accounting | $10,422 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,028-100.0% | $147,080-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -12.31% | 98.60%-110.9pp | 420.17%-432.5pp | 551.85%-564.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |