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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC3 years Service code 15 · EIN 41-2046279 | Recordkeeping | $48,739 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,908 | $107,440-88.9% | $105,736-88.7% | $55,725-78.6% |
| Participation rate | 71.2% | 55.5%+15.7pp | 76.3%-5.2pp | 70.9%+0.3pp |
| Annual return | -6.57% | -0.59%-6.0pp | 6.27%-12.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $533 | $1,448-63.2% | $3,268-83.7% | $2,078-74.3% |
| Participant deferral / active EE | $1,230 | $2,171-43.4% | $4,080-69.9% | $3,356-63.4% |
| Admin fee / account holder | $120 | $283-57.5% | $6,913-98.3% | $115+4.5% |