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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC1 year Service code 15 · EIN 41-2046279 | Recordkeeping | $63,898 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,389 | $58,726-72.1% | $92,239-82.2% | $62,293-73.7% |
| Participation rate | 61.9% | 68.3%-6.5pp | 76.5%-14.6pp | 69.5%-7.6pp |
| Annual return | 28.48% | 43.62%-15.1pp | 176.29%-147.8pp | 28.90%-0.4pp |
| Employer contribution / active EE | $9,272 | $2,392+287.7% | $3,680+152.0% | $2,042+354.0% |
| Participant deferral / active EE | $249 | $2,766-91.0% | $3,897-93.6% | $3,169-92.1% |
| Admin fee / account holder | $300 | $556-46.1% | $5,194-94.2% | $479-37.4% |