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 |
|---|---|---|
BENECO SYSTEMS, LLC6 years Service code 17 · EIN 41-2046279 | Pension Consulting | $66,586 |
FARBER HASS HURLEY LLP3 years Service code 10 · EIN 20-4207759 | Accounting | $12,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,979 | $106,236-83.1% | $112,263-84.0% | $64,824-72.3% |
| Participation rate | 45.8% | 71.7%-25.9pp | 75.1%-29.3pp | 71.5%-25.7pp |
| Annual return | -17.88% | -6.02%-11.9pp | 27.49%-45.4pp | 32.84%-50.7pp |
| Employer contribution / active EE | $4,313 | $3,167+36.2% | $3,636+18.6% | $2,507+72.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $356 | $452-21.2% | $6,410-94.4% | $188+89.4% |