Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $29,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,609 | $60,305-75.8% | $81,780-82.1% | $74,400-80.4% |
| Participation rate | 59.1% | 62.9%-3.8pp | 72.4%-13.2pp | 67.2%-8.1pp |
| Annual return | 11.64% | 16.89%-5.3pp | 776.27%-764.6pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $3,750 | $2,623+43.0% | $2,914+28.7% | $2,624+42.9% |
| Participant deferral / active EE | $426 | $3,390-87.4% | $4,321-90.1% | $4,348-90.2% |
| Admin fee / account holder | $202 | $1,484-86.4% | $7,384-97.3% | $1,944-89.6% |