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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 34-1787882 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $14,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,826 | $111,608-95.7% | $177,848-97.3% | $73,412-93.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 6.37% | 18.23%-11.9pp | 48.33%-42.0pp | 59.30%-52.9pp |
| Employer contribution / active EE | $1,232 | $3,796-67.5% | $5,919-79.2% | $2,234-44.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $22 | $166-86.9% | $12,431-99.8% | $158-86.3% |