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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC3 years Service code 15 · EIN 41-2046279 | Recordkeeping | $92,419 |
FARBER HASS HURLEY LLP4+ 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 | $55,197 | $73,102-24.5% | $123,553-55.3% | $56,289-1.9% |
| Participation rate | 91.8% | 74.3%+17.5pp | 82.3%+9.5pp | 69.9%+21.9pp |
| Annual return | -8.00% | 3.01%-11.0pp | 119.21%-127.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $11,879 | $2,977+299.0% | $4,628+156.7% | $2,111+462.7% |
| Participant deferral / active EE | $1,783 | $5,423-67.1% | $6,426-72.3% | $3,350-46.8% |
| Admin fee / account holder | $461 | $554-16.7% | $9,284-95.0% | $521-11.4% |