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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $82,672 |
7 funds of $250K or more; 27 lines in all, holding $8.6M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Index Moderate 2055 Manager not matched · Mutual fund Index | $1.7M | 19.7% |
| Index Moderate 2035 Fund Manager not matched · Mutual fund Index | $1.7M | 19.3% |
| Index Moderate Retirement Manager not matched · Mutual fund Index | $1.2M | 13.6% |
| Index Moderate 2045 Fund Manager not matched · Mutual fund Index | $1.0M | 12.1% |
| Stable Value Fund Manager not matched · Insurance contract | $750K | 8.8% |
| Large Cap Growth Fund Manager not matched · Mutual fund | $337K | 3.9% |
| Index + Conservative Retirement Fund Manager not matched · Mutual fund Index | $273K | 3.2% |
| BlackRock Equity Index Fund BlackRock · Mutual fund Index | $236K | 2.8% |
| New Perspective Fund Capital Group · Mutual fund | $233K | 2.7% |
| Index+ Aggressive 2035 Manager not matched · Mutual fund Index | $222K | 2.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedLarge Cap Growth Fund II Fee Class I2 | $474K |
| AddedLarge Cap Growth Fund | $337K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.