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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $29,678 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,609 | $60,454-75.8% | $81,844-82.2% | $74,459-80.4% |
| Participation rate | 59.1% | 63.0%-3.8pp | 72.4%-13.3pp | 67.2%-8.1pp |
| Annual return | 11.64% | 16.87%-5.2pp | 778.87%-767.2pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $3,750 | $2,630+42.6% | $2,916+28.6% | $2,626+42.8% |
| Participant deferral / active EE | $426 | $3,398-87.5% | $4,323-90.1% | $4,350-90.2% |
| Admin fee / account holder | $202 | $1,490-86.5% | $7,355-97.3% | $1,945-89.6% |