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| Provider | Service type | Compensation |
|---|---|---|
BTC2+ years Service code 24 · EIN 45-5138085 | Discretionary Trustee | $31,398 |
BENECO SYSTEMS, LLC2+ years Filed as: BENECO Service code 15 · EIN 41-2046279 | Recordkeeping | $7,863 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,254 | $56,894-73.2% | $84,753-82.0% | $62,881-75.7% |
| Participation rate | 87.7% | 68.5%+19.1pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 1.87% | 6.30%-4.4pp | 22.78%-20.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $3,307 | $2,400+37.8% | $3,574-7.5% | $2,281+45.0% |
| Participant deferral / active EE | $616 | $2,709-77.3% | $3,712-83.4% | $3,203-80.8% |
| Admin fee / account holder | $318 | $3,581-91.1% | $5,333-94.0% | $4,296-92.6% |