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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC8 years Service code 15 · EIN 41-2046279 | Recordkeeping | $73,425 |
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 | $57,967 | $82,979-30.1% | $102,412-43.4% | $77,736-25.4% |
| Participation rate | 40.4% | 71.5%-31.1pp | 74.5%-34.1pp | 70.6%-30.2pp |
| Annual return | 12.43% | 19.11%-6.7pp | 24.94%-12.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,416 | $3,554-60.2% | $3,870-63.4% | $2,728-48.1% |
| Participant deferral / active EE | $1,125 | $4,109-72.6% | $5,060-77.8% | $4,651-75.8% |
| Admin fee / account holder | $386 | $639-39.5% | $8,388-95.4% | $433-10.8% |