Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $61,450 |
MILLER KAPLAN ARASE LLP1+ years Service code 70 · EIN 95-2036255 | Consulting Fees | $18,000 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 70 · EIN 76-0772781 | Consulting Fees | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $96,723 | $55,516+74.2% | $75,782+27.6% | $59,188+63.4% |
| Participation rate | 64.2% | 73.6%-9.4pp | 75.8%-11.6pp | 69.4%-5.2pp |
| Annual return | 0.63% | -1.89%+2.5pp | 9.68%-9.1pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,405 | $2,604-46.0% | $3,323-57.7% | $2,098-33.0% |
| Participant deferral / active EE | $5,882 | $2,599+126.3% | $3,652+61.1% | $3,265+80.2% |
| Admin fee / account holder | $42 | $110-61.4% | $5,300-99.2% | $92-53.9% |