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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC5 years Service code 15 · EIN 41-2046279 | Recordkeeping | $69,273 |
FARBER HASS HURLEY LLP2 years Service code 10 · EIN 20-4207759 | Accounting | $11,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,183 | $77,677-71.4% | $109,173-79.7% | $79,391-72.1% |
| Participation rate | 84.4% | 67.8%+16.6pp | 75.9%+8.6pp | 70.7%+13.7pp |
| Annual return | 13.19% | 23.44%-10.3pp | 25.75%-12.6pp | 116.88%-103.7pp |
| Employer contribution / active EE | $9,609 | $2,798+243.4% | $3,723+158.1% | $2,428+295.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $403 | $732-45.0% | $6,755-94.0% | $627-35.7% |