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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC2 years Service code 15 · EIN 41-2046279 | Recordkeeping | $65,572 |
FARBER HASS HURLEY LLP3+ years Service code 10 · EIN 20-4207759 | Accounting | $10,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,899 | $80,753-30.8% | $136,298-59.0% | $62,293-10.3% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 15.32% | 35.83%-20.5pp | 5156.27%-5140.9pp | 28.90%-13.6pp |
| Employer contribution / active EE | $14,350 | $2,884+397.6% | $4,696+205.6% | $2,042+602.6% |
| Participant deferral / active EE | $1,897 | $5,164-63.3% | $6,247-69.6% | $3,169-40.2% |
| Admin fee / account holder | $355 | $525-32.5% | $9,244-96.2% | $479-26.0% |