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 | $81,557+71.6% | $123,973+12.9% | $65,191+114.7% |
| Participation rate | 99.8% | 77.8%+22.0pp | 76.7%+23.2pp | 63.0%+36.8pp |
| Annual return | 10.32% | 11.45%-1.1pp | 388.13%-377.8pp | 51.24%-40.9pp |
| Employer contribution / active EE | $2,263 | $4,637-51.2% | $4,126-45.2% | $2,400-5.7% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $36 | $1,040-96.5% | $11,799-99.7% | $907-96.0% |