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| Provider | Service type | Compensation |
|---|---|---|
BTC1+ years Service code 24 · EIN 45-5138085 | Discretionary Trustee | $44,720 |
BENECO SYSTEMS, LLC1+ years Filed as: BENECO Service code 15 · EIN 41-2046279 | Recordkeeping | $16,870 |
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.)
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 | $15,895 | $52,678-69.8% | $75,784-79.0% | $59,633-73.3% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.8%+11.5pp | 68.7%+18.7pp |
| Annual return | -1.60% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $3,681 | $2,193+67.8% | $3,323+10.8% | $2,203+67.1% |
| Participant deferral / active EE | $692 | $2,591-73.3% | $3,652-81.1% | $3,192-78.3% |
| Admin fee / account holder | $536 | $3,610-85.2% | $5,300-89.9% | $4,297-87.5% |