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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC2 years Service code 15 · EIN 41-2046279 | Recordkeeping | $60,857 |
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.
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 | $78,015 | $58,726+32.8% | $92,240-15.4% | $62,293+25.2% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.5%-7.7pp | 69.5%-0.7pp |
| Annual return | 12.68% | 43.62%-30.9pp | 176.29%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $3,148 | $2,392+31.6% | $3,680-14.4% | $2,042+54.1% |
| Participant deferral / active EE | $1,035 | $2,766-62.6% | $3,897-73.4% | $3,169-67.4% |
| Admin fee / account holder | $373 | $556-32.9% | $5,194-92.8% | $479-22.1% |