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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $82,672 |
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 | $64,728-81.7% | $147,027-92.0% | $64,728-81.7% |
| Participation rate | 85.8% | 57.9%+27.9pp | 73.7%+12.0pp | 57.9%+27.9pp |
| Annual return | 12.60% | 49.38%-36.8pp | 20.23%-7.6pp | 49.38%-36.8pp |
| Employer contribution / active EE | $513 | $2,243-77.1% | $3,626-85.9% | $2,243-77.1% |
| Participant deferral / active EE | $1,581 | $2,729-42.1% | $4,933-67.9% | $2,729-42.1% |
| Admin fee / account holder | $111 | $1,145-90.3% | $12,223-99.1% | $1,145-90.3% |