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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC6+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $27,340 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,237 | $105,200-76.0% | $159,474-84.2% | $85,847-70.6% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.8%-38.1pp | 69.3%-24.5pp |
| Annual return | 11.44% | 45.08%-33.6pp | 263.68%-252.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,541 | $3,319-23.4% | $4,831-47.4% | $2,565-0.9% |
| Participant deferral / active EE | $588 | $5,946-90.1% | $7,353-92.0% | $3,952-85.1% |
| Admin fee / account holder | $276 | $6,934-96.0% | $10,802-97.4% | $6,261-95.6% |