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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC1 year Service code 15 · EIN 41-2046279 | Recordkeeping | $21,632 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $4,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,742 | $52,884-70.2% | $84,753-81.4% | $55,167-71.5% |
| Participation rate | 35.9% | 67.5%-31.6pp | 76.6%-40.7pp | 69.0%-33.1pp |
| Annual return | 10.02% | 18.03%-8.0pp | 22.78%-12.8pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,048 | $2,233-53.1% | $3,574-70.7% | $1,963-46.6% |
| Participant deferral / active EE | $823 | $2,644-68.9% | $3,712-77.8% | $3,054-73.1% |
| Admin fee / account holder | $309 | $581-46.8% | $5,333-94.2% | $504-38.7% |