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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $41,370 |
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.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,619 | $103,393-83.0% | $87,103-79.8% | $152,909-88.5% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.9%-41.6pp | 82.5%-47.2pp |
| Annual return | 33.62% | 28.10%+5.5pp | 28.19%+5.4pp | 345.46%-311.8pp |
| Employer contribution / active EE | $15,683 | $3,221+386.9% | $2,521+522.0% | $4,764+229.2% |
| Participant deferral / active EE | $1,359 | $4,778-71.6% | $4,049-66.4% | $5,851-76.8% |
| Admin fee / account holder | $1,118 | $12,195-90.8% | $7,491-85.1% | $11,601-90.4% |