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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $55,672 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,797 | $124,414-89.7% | $115,167-88.9% | $67,582-81.1% |
| Participation rate | 79.7% | 58.1%+21.6pp | 75.9%+3.8pp | 71.3%+8.4pp |
| Annual return | 17.91% | 29.40%-11.5pp | 35.60%-17.7pp | 378.57%-360.7pp |
| Employer contribution / active EE | $856 | $1,454-41.2% | $3,179-73.1% | $2,148-60.2% |
| Participant deferral / active EE | $986 | $2,331-57.7% | $4,169-76.4% | $3,539-72.1% |
| Admin fee / account holder | $120 | $361-66.7% | $7,089-98.3% | $142-15.5% |