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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $75,333 |
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 | $185,399 | $76,696+141.7% | $96,538+92.0% | $71,529+159.2% |
| Participation rate | 90.0% | 66.6%+23.4pp | 74.3%+15.7pp | 67.9%+22.1pp |
| Annual return | 17.29% | 48.32%-31.0pp | 35.74%-18.5pp | 28.97%-11.7pp |
| Employer contribution / active EE | $16,753 | $3,032+452.6% | $3,740+347.9% | $2,590+546.9% |
| Participant deferral / active EE | $1,664 | $3,770-55.9% | $4,880-65.9% | $4,291-61.2% |
| Admin fee / account holder | $593 | $2,030-70.8% | $6,737-91.2% | $1,588-62.7% |