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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES MCDONOUGH ACCOUNTANCY CORP. Service code 10 · EIN 95-2820500 2355 CRENSHAW BLVD., SUITE 155 · TORRANCE, CA 90501 | Accounting | $30,810 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 12 · EIN 33-6134835 8580 LA MESA BLVD., SUITE 101 · LA MESA, CA 91942 | Claims processing | $9,590 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -10.01% | 1.21%-11.2pp | 1.09%-11.1pp | -82.67%+72.7pp |
| Employer contribution / active EE | $0 | $59,814-100.0% | $57,621-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |