Filed July 6, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS2 years Filed as: PENCHECKS INC EMPLOYEE BEN DIST TRU Service code 21 · EIN 33-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | Bank Trustee | $32,225 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,952 | $77,788+79.9% | $119,126+17.5% | $64,728+116.2% |
| Participation rate | 99.8% | 69.4%+30.4pp | 75.8%+24.1pp | 57.9%+41.9pp |
| Annual return | 10.32% | 13.19%-2.9pp | 282.11%-271.8pp | 49.38%-39.1pp |
| Employer contribution / active EE | $2,263 | $4,031-43.9% | $4,034-43.9% | $2,243+0.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $36 | $1,365-97.3% | $10,693-99.7% | $1,145-96.8% |