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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC1 year Service code 15 · EIN 41-2046279 | Recordkeeping | $85,447 |
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.
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 | $73,651 | $52,884+39.3% | $84,753-13.1% | $55,167+33.5% |
| Participation rate | 70.6% | 67.5%+3.1pp | 76.6%-6.0pp | 69.0%+1.6pp |
| Annual return | 3.69% | 18.03%-14.3pp | 22.78%-19.1pp | 169.23%-165.5pp |
| Employer contribution / active EE | $3,822 | $2,233+71.1% | $3,574+6.9% | $1,963+94.7% |
| Participant deferral / active EE | $956 | $2,644-63.8% | $3,712-74.2% | $3,054-68.7% |
| Admin fee / account holder | $548 | $581-5.7% | $5,333-89.7% | $504+8.7% |