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, LLC5 years Service code 15 · EIN 41-2046279 | Recordkeeping | $71,101 |
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.
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 | $69,659 | $69,383+0.4% | $101,271-31.2% | $73,493-5.2% |
| Participation rate | 94.9% | 68.4%+26.5pp | 75.8%+19.0pp | 70.7%+24.2pp |
| Annual return | 10.10% | 18.46%-8.4pp | 46.48%-36.4pp | 28.51%-18.4pp |
| Employer contribution / active EE | $6,037 | $2,628+129.7% | $3,660+64.9% | $2,270+165.9% |
| Participant deferral / active EE | $3,048 | $3,301-7.7% | $4,371-30.3% | $3,740-18.5% |
| Admin fee / account holder | $368 | $704-47.7% | $5,948-93.8% | $513-28.2% |