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, LLC1 year Filed as: BEENCO SYSTEMS, LLC Service code 15 · EIN 41-2046279 | Recordkeeping | $28,321 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,140 | $75,183-47.9% | $123,894-68.4% | $55,167-29.1% |
| Participation rate | 56.5% | 72.8%-16.4pp | 81.4%-25.0pp | 69.0%-12.5pp |
| Annual return | 5.75% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,693 | $2,823-40.0% | $4,617-63.3% | $1,963-13.7% |
| Participant deferral / active EE | $2,232 | $5,084-56.1% | $5,984-62.7% | $3,054-26.9% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.8% |