Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 12 · EIN 33-6134835 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Claims processing | $8,145 |
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 | $71,908 | $90,064-20.2% | $100,415-28.4% | $77,762-7.5% |
| Participation rate | 99.7% | 81.3%+18.4pp | 81.5%+18.2pp | 70.6%+29.1pp |
| Annual return | 11.75% | 20.61%-8.9pp | 49.47%-37.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $3,499 | $3,043+15.0% | $3,943-11.3% | $2,728+28.2% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,091-100.0% | $4,651-100.0% |
| Admin fee / account holder | $14 | $172-92.0% | $7,906-99.8% | $433-96.8% |