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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC6 years Service code 15 · EIN 41-2046279 | Recordkeeping | $85,959 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,490 | $77,677+15.2% | $109,188-18.0% | $79,389+12.7% |
| Participation rate | 67.0% | 67.8%-0.8pp | 75.9%-8.9pp | 70.7%-3.7pp |
| Annual return | 11.03% | 23.44%-12.4pp | 25.76%-14.7pp | 116.89%-105.9pp |
| Employer contribution / active EE | $3,248 | $2,798+16.1% | $3,723-12.8% | $2,428+33.8% |
| Participant deferral / active EE | $1,372 | $3,517-61.0% | $4,654-70.5% | $4,046-66.1% |
| Admin fee / account holder | $500 | $732-31.8% | $6,755-92.6% | $626-20.2% |