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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $64,146 |
FARBER HASS HURLEY LLP1 year Service code 10 · EIN 20-4207759 | Accounting | $10,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $21,987 | $69,383-68.3% | $101,275-78.3% | $73,497-70.1% |
| Participation rate | 53.6% | 68.4%-14.8pp | 75.8%-22.3pp | 70.7%-17.1pp |
| Annual return | 9.69% | 18.46%-8.8pp | 46.48%-36.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $5,983 | $2,628+127.6% | $3,660+63.5% | $2,270+163.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $554 | $704-21.3% | $5,948-90.7% | $513+8.0% |