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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $33,914 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $9,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $17,621 | $78,670-77.6% | $109,173-83.9% | $85,847-79.5% |
| Participation rate | 67.9% | 68.3%-0.4pp | 75.9%-8.0pp | 69.3%-1.5pp |
| Annual return | 21.87% | 25.09%-3.2pp | 25.75%-3.9pp | 318.61%-296.7pp |
| Employer contribution / active EE | $559 | $2,734-79.6% | $3,723-85.0% | $2,565-78.2% |
| Participant deferral / active EE | $2,269 | $3,467-34.6% | $4,654-51.2% | $3,952-42.6% |
| Admin fee / account holder | $572 | $5,469-89.5% | $6,755-91.5% | $6,261-90.9% |