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 | $381,366 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 70 · EIN 81-0776852 | Consulting Fees | $34,500 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE, & CO Service code 70 · EIN 95-2036255 | Consulting Fees | $18,000 |
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 | $103,874 | $54,392+91.0% | $84,751+22.6% | $63,975+62.4% |
| Participation rate | 67.8% | 76.9%-9.1pp | 76.6%-8.8pp | 71.1%-3.3pp |
| Annual return | 7.76% | 611.38%-603.6pp | 22.78%-15.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,696 | $2,943-42.4% | $3,574-52.5% | $2,182-22.2% |
| Participant deferral / active EE | $6,420 | $2,593+147.6% | $3,712+73.0% | $3,356+91.3% |
| Admin fee / account holder | $263 | $136+93.8% | $5,333-95.1% | $70+273.8% |