Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BORIS BENIC AND ASSOCIATES LLP1+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $11,298 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,831 | $52,467-16.5% | $57,196-23.4% | $55,167-20.5% |
| Participation rate | 82.5% | 75.8%+6.6pp | 75.3%+7.1pp | 69.0%+13.5pp |
| Annual return | -3.71% | 7.72%-11.4pp | 14.59%-18.3pp | 169.23%-172.9pp |
| Employer contribution / active EE | $3,619 | $2,477+46.1% | $2,683+34.9% | $1,963+84.4% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $89 | $269-66.8% | $3,141-97.2% | $504-82.2% |