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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 12 · EIN 33-6134835 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Claims processing | $7,065 |
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 | $67,396 | $89,282-24.5% | $94,672-28.8% | $74,473-9.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | -7.98% | 25.96%-33.9pp | 156.89%-164.9pp | 34.36%-42.3pp |
| Employer contribution / active EE | $3,761 | $3,022+24.4% | $3,673+2.4% | $2,638+42.6% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,417-100.0% | $4,530-100.0% |
| Admin fee / account holder | $13 | $219-94.1% | $7,222-99.8% | $347-96.3% |