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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC2 years Service code 15 · EIN 41-2046279 | Recordkeeping | $30,771 |
FARBER HASS HURLEY LLP1 year Service code 10 · EIN 20-4207759 | Accounting | $4,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,702 | $65,367-46.9% | $92,915-62.7% | $72,976-52.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.22% | 42.11%-20.9pp | 109.45%-88.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $6,392 | $2,594+146.4% | $3,653+74.9% | $2,440+161.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $410 | $4,251-90.4% | $5,796-92.9% | $5,124-92.0% |