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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC7+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $19,698 |
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.
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 | $21,096 | $82,674-74.5% | $125,381-83.2% | $68,486-69.2% |
| Participation rate | 41.6% | 75.1%-33.5pp | 82.4%-40.8pp | 67.9%-26.3pp |
| Annual return | -16.32% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,940 | $3,382-42.6% | $4,815-59.7% | $2,597-25.3% |
| Participant deferral / active EE | $231 | $6,111-96.2% | $7,448-96.9% | $4,028-94.3% |
| Admin fee / account holder | $207 | $6,277-96.7% | $10,007-97.9% | $5,404-96.2% |