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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC1 year Service code 15 · EIN 41-2046279 | Recordkeeping | $46,226 |
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.)
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.
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 | $10,837 | $75,183-85.6% | $123,894-91.3% | $55,167-80.4% |
| Participation rate | 47.9% | 72.8%-24.9pp | 81.4%-33.5pp | 69.0%-21.1pp |
| Annual return | 3.01% | 19.01%-16.0pp | 47.52%-44.5pp | 169.23%-166.2pp |
| Employer contribution / active EE | $4,200 | $2,823+48.7% | $4,617-9.0% | $1,963+114.0% |
| Participant deferral / active EE | $368 | $5,084-92.8% | $5,984-93.9% | $3,054-88.0% |
| Admin fee / account holder | $348 | $663-47.5% | $8,357-95.8% | $504-31.0% |