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, LLC7 years Service code 15 · EIN 41-2046279 | Recordkeeping | $49,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,765 | $52,122-81.3% | $104,299-90.6% | $64,824-84.9% |
| Participation rate | 72.7% | 56.0%+16.7pp | 73.3%-0.6pp | 71.5%+1.2pp |
| Annual return | -15.68% | 13.26%-28.9pp | 24.62%-40.3pp | 32.84%-48.5pp |
| Employer contribution / active EE | $854 | $1,627-47.5% | $3,373-74.7% | $2,507-65.9% |
| Participant deferral / active EE | $1,061 | $2,823-62.4% | $4,626-77.1% | $4,311-75.4% |
| Admin fee / account holder | $80 | $155-48.2% | $7,339-98.9% | $188-57.4% |