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| Provider | Service type | Compensation |
|---|---|---|
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST · BELLEVUE, WA 980044458 | Advisory (Plan) | $22,178 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $17,589 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,598 | $91,710-53.6% | $67,560-36.9% | $77,762-45.2% |
| Participation rate | 43.8% | 76.0%-32.3pp | 72.9%-29.2pp | 70.6%-26.8pp |
| Annual return | 19.72% | 14.88%+4.8pp | 3533.50%-3513.8pp | 31.27%-11.5pp |
| Employer contribution / active EE | $1,447 | $3,187-54.6% | $2,737-47.1% | $2,728-46.9% |
| Participant deferral / active EE | $1,704 | $3,911-56.4% | $4,004-57.4% | $4,651-63.4% |
| Admin fee / account holder | $182 | $245-25.5% | $3,994-95.4% | $433-57.9% |