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| Provider | Service type | Compensation |
|---|---|---|
BTC1+ years Service code 24 · EIN 45-5138085 | Discretionary Trustee | $119,277 |
BENECO SYSTEMS, LLC1+ years Filed as: BENECO Service code 15 · EIN 41-2046279 | Recordkeeping | $13,934 |
FARBER HASS HURLEY LLP1+ years Service code 10 · EIN 20-4207759 | Accounting | $10,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,249 | $72,177-38.7% | $115,038-61.5% | $59,633-25.8% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $12,072 | $2,841+324.9% | $4,608+162.0% | $2,203+448.1% |
| Participant deferral / active EE | $1,699 | $4,783-64.5% | $6,026-71.8% | $3,192-46.8% |
| Admin fee / account holder | $788 | $4,927-84.0% | $8,175-90.4% | $4,297-81.7% |