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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $82,672 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,821 | $89,241-86.8% | $134,172-91.2% | $79,634-85.2% |
| Participation rate | 85.8% | 47.1%+38.7pp | 72.5%+13.3pp | 62.5%+23.3pp |
| Annual return | 12.60% | 16.69%-4.1pp | 25.30%-12.7pp | 36.46%-23.9pp |
| Employer contribution / active EE | $513 | $1,634-68.6% | $3,420-85.0% | $2,529-79.7% |
| Participant deferral / active EE | $1,581 | $2,288-30.9% | $4,690-66.3% | $3,835-58.8% |
| Admin fee / account holder | $111 | $1,359-91.9% | $12,016-99.1% | $1,002-89.0% |