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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC9 years Service code 15 · EIN 41-2046279 | Recordkeeping | $87,259 |
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 | $81,316 | $80,763+0.7% | $102,412-20.6% | $74,459+9.2% |
| Participation rate | 68.6% | 65.7%+2.9pp | 74.5%-5.9pp | 67.2%+1.4pp |
| Annual return | 10.94% | 27.57%-16.6pp | 24.94%-14.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $5,420 | $3,160+71.5% | $3,870+40.1% | $2,626+106.4% |
| Participant deferral / active EE | $1,565 | $3,862-59.5% | $5,060-69.1% | $4,350-64.0% |
| Admin fee / account holder | $462 | $2,371-80.5% | $8,388-94.5% | $1,945-76.3% |