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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC3 years Service code 15 · EIN 41-2046279 | Recordkeeping | $57,379 |
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 | $153,009 | $64,729+136.4% | $112,263+36.3% | $68,490+123.4% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | -17.78% | -11.40%-6.4pp | 27.49%-45.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $17,493 | $2,746+537.0% | $3,636+381.1% | $2,597+573.7% |
| Participant deferral / active EE | $1,759 | $3,566-50.7% | $4,729-62.8% | $4,028-56.3% |
| Admin fee / account holder | $448 | $5,222-91.4% | $6,410-93.0% | $5,403-91.7% |