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| Provider | Service type | Compensation |
|---|---|---|
BTC1+ years Service code 24 · EIN 45-5138085 | Discretionary Trustee | $56,596 |
BENECO SYSTEMS, LLC1+ years Filed as: BENECO Service code 15 · EIN 41-2046279 | Recordkeeping | $13,885 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,954 | $52,678-71.6% | $75,784-80.3% | $59,633-74.9% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.8%+21.9pp | 68.7%+29.0pp |
| Annual return | -3.36% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $4,819 | $2,193+119.7% | $3,323+45.0% | $2,203+118.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $618 | $3,610-82.9% | $5,300-88.3% | $4,297-85.6% |