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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC8 years Service code 17 · EIN 41-2046279 | Pension Consulting | $111,874 |
LYNN JANZEN, CPA1 year Service code 10 · EIN 85-1049843 | Accounting | $8,097 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,105 | $82,917-80.6% | $103,333-84.4% | $77,643-79.3% |
| Participation rate | 71.6% | 71.6%+0.1pp | 74.5%-2.9pp | 70.6%+1.1pp |
| Annual return | 9.28% | 19.13%-9.8pp | 24.88%-15.6pp | 31.24%-22.0pp |
| Employer contribution / active EE | $5,698 | $3,552+60.4% | $3,868+47.3% | $2,726+109.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $284 | $638-55.4% | $8,355-96.6% | $430-33.9% |