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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC2 years Service code 15 · EIN 41-2046279 | Recordkeeping | $73,875 |
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 | $175,487 | $78,682+123.0% | $109,188+60.7% | $85,851+104.4% |
| Participation rate | 89.6% | 68.3%+21.3pp | 75.9%+13.7pp | 69.3%+20.3pp |
| Annual return | 13.66% | 25.09%-11.4pp | 25.76%-12.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $16,596 | $2,734+507.1% | $3,723+345.8% | $2,565+546.9% |
| Participant deferral / active EE | $1,529 | $3,468-55.9% | $4,654-67.1% | $3,952-61.3% |
| Admin fee / account holder | $586 | $5,470-89.3% | $6,755-91.3% | $6,261-90.6% |