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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 | $81,446+187.6% | $103,374+126.6% | $80,874+189.7% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.6%+21.2pp |
| Annual return | 11.33% | 25.57%-14.2pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $14,728 | $3,107+374.0% | $3,869+280.6% | $2,756+434.5% |
| Participant deferral / active EE | $1,896 | $3,870-51.0% | $5,058-62.5% | $4,297-55.9% |
| Admin fee / account holder | $697 | $6,715-89.6% | $8,394-91.7% | $6,935-89.9% |