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| Provider | Service type | Compensation |
|---|---|---|
BTC1+ years Service code 24 · EIN 45-5138085 | Discretionary Trustee | $194,092 |
BENECO SYSTEMS, LLC1+ years Filed as: BENECO Service code 15 · EIN 41-2046279 | Recordkeeping | $8,668 |
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.)
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 | $85,688 | $50,464+69.8% | $75,784+13.1% | $52,331+63.7% |
| Participation rate | 68.8% | 66.8%+2.0pp | 75.8%-7.0pp | 68.1%+0.7pp |
| Annual return | -0.60% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,506 | $1,988+26.1% | $3,323-24.6% | $1,882+33.2% |
| Participant deferral / active EE | $1,010 | $2,570-60.7% | $3,652-72.3% | $3,022-66.6% |
| Admin fee / account holder | $1,334 | $1,103+21.0% | $5,300-74.8% | $592+125.5% |