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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC1+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $48,432 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,274 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,629 | $64,716-34.1% | $112,258-62.0% | $68,495-37.8% |
| Participation rate | 22.0% | 67.2%-45.2pp | 75.1%-53.1pp | 67.9%-45.9pp |
| Annual return | -18.31% | -11.40%-6.9pp | 27.47%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,774 | $2,746+37.4% | $3,636+3.8% | $2,596+45.3% |
| Participant deferral / active EE | $615 | $3,565-82.8% | $4,728-87.0% | $4,028-84.7% |
| Admin fee / account holder | $1,118 | $5,232-78.6% | $6,411-82.6% | $5,403-79.3% |