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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC7 years Service code 17 · EIN 41-2046279 | Pension Consulting | $43,482 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,047 | $76,696-38.7% | $96,538-51.3% | $71,529-34.2% |
| Participation rate | 73.9% | 66.6%+7.3pp | 74.3%-0.5pp | 67.9%+5.9pp |
| Annual return | 18.27% | 48.32%-30.0pp | 35.74%-17.5pp | 28.97%-10.7pp |
| Employer contribution / active EE | $2,905 | $3,032-4.2% | $3,740-22.3% | $2,590+12.2% |
| Participant deferral / active EE | $1,516 | $3,770-59.8% | $4,880-68.9% | $4,291-64.7% |
| Admin fee / account holder | $306 | $2,030-84.9% | $6,737-95.5% | $1,588-80.7% |