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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS3 years Filed as: PENCHECKS TRUST Service code 12 · EIN 33-6134835 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Claims processing | $8,715 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $107,741-51.0% | $96,576-45.3% | $79,634-33.7% |
| Participation rate | 99.7% | 79.1%+20.6pp | 81.4%+18.3pp | 62.5%+37.2pp |
| Annual return | -26.03% | 19.24%-45.3pp | 38.47%-64.5pp | 36.46%-62.5pp |
| Employer contribution / active EE | $4,341 | $2,991+45.1% | $3,553+22.2% | $2,529+71.6% |
| Participant deferral / active EE | $0 | $7,899-100.0% | $7,956-100.0% | $3,835-100.0% |
| Admin fee / account holder | $14 | $1,150-98.8% | $11,381-99.9% | $1,002-98.6% |