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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC7 years Service code 15 · EIN 41-2046279 | Recordkeeping | $54,238 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,018 | $64,176+12.2% | $112,263-35.8% | $66,949+7.6% |
| Participation rate | 66.5% | 68.4%-2.0pp | 75.1%-8.6pp | 69.8%-3.3pp |
| Annual return | -16.97% | -13.80%-3.2pp | 27.49%-44.5pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,809 | $3,007-6.6% | $3,636-22.7% | $2,545+10.4% |
| Participant deferral / active EE | $1,421 | $3,694-61.5% | $4,729-70.0% | $4,239-66.5% |
| Admin fee / account holder | $319 | $626-49.0% | $6,410-95.0% | $594-46.3% |