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| 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 | $89,808-19.9% | $100,383-28.4% | $77,671-7.4% |
| Participation rate | 99.7% | 81.2%+18.5pp | 81.5%+18.2pp | 70.6%+29.1pp |
| Annual return | 11.75% | 20.62%-8.9pp | 49.26%-37.5pp | 31.21%-19.5pp |
| Employer contribution / active EE | $3,499 | $3,039+15.1% | $3,944-11.3% | $2,726+28.3% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,086-100.0% | $4,648-100.0% |
| Admin fee / account holder | $14 | $174-92.1% | $7,900-99.8% | $430-96.8% |