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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $13,700 |
Service code 29 · EIN 94-2458080 | Legal | $8,000 |
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 | $2,116 | $43,717-95.2% | $81,473-97.4% | $77,958-97.3% |
| Participation rate | 100.0% | 42.5%+57.5pp | 68.0%+32.0pp | 71.6%+28.4pp |
| Annual return | -0.17% | 23.83%-24.0pp | 38.78%-39.0pp | 20.87%-21.0pp |
| Employer contribution / active EE | $1,822 | $919+98.3% | $2,568-29.1% | $2,310-21.2% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $20 | $108-81.3% | $4,561-99.6% | $97-79.3% |