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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC5 years Service code 15 · EIN 41-2046279 | Recordkeeping | $77,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,256 | $81,504+187.4% | $102,437+128.7% | $80,959+189.4% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 11.33% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $14,728 | $3,104+374.6% | $3,871+280.5% | $2,757+434.2% |
| Participant deferral / active EE | $1,896 | $3,871-51.0% | $5,060-62.5% | $4,300-55.9% |
| Admin fee / account holder | $697 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |