Filed March 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $29,805 |
Filed as: RETIREMENT SOLUTIONS, LLC Service code 17 · EIN 61-1732930 | Pension Consulting | $10,903 |
BEENE GARTER LLP1 year Service code 10 · EIN 38-1337372 | Accounting | $8,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,671 | $45,382-72.1% | $154,108-91.8% | $75,289-83.2% |
| Participation rate | 37.2% | 65.9%-28.7pp | 83.0%-45.9pp | 72.4%-35.3pp |
| Annual return | -3.89% | -0.47%-3.4pp | 735.21%-739.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $301 | $1,533-80.4% | $5,298-94.3% | $2,405-87.5% |
| Participant deferral / active EE | $557 | $2,384-76.7% | $5,081-89.0% | $3,739-85.1% |
| Admin fee / account holder | $18 | $89-79.4% | $13,411-99.9% | $102-82.0% |