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| Provider | Service type | Compensation |
|---|---|---|
PENCHECKS2 years Service code 50 80 MESA BOULEVARD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $31,980 |
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $11,102 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,613 | $79,694-87.9% | $96,171-90.0% | $79,391-87.9% |
| Participation rate | 97.4% | 54.0%+43.4pp | 68.4%+28.9pp | 70.7%+26.7pp |
| Annual return | 44.08% | 40.84%+3.2pp | 192.04%-148.0pp | 116.88%-72.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $198 | $630-68.6% | $5,538-96.4% | $627-68.5% |