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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 49 · EIN 33-6134835 8580 LA MESA BLVD, 101 · LA MESA, CA 91942 | Other Services | $5,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,716 | $75,388-83.1% | $123,553-89.7% | $55,725-77.2% |
| Participation rate | 60.4% | 75.7%-15.3pp | 82.3%-21.9pp | 70.9%-10.5pp |
| Annual return | -9.38% | 4.48%-13.9pp | 119.21%-128.6pp | 244.93%-254.3pp |
| Employer contribution / active EE | $3,042 | $3,063-0.7% | $4,628-34.3% | $2,078+46.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $120-90.9% | $9,284-99.9% | $115-90.6% |