Filed July 8, 2026 (most recent of 4 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 | $393,311 |
Filed as: CAPFINANCIAL PARTNERS LLC. Service code 50 · EIN 26-0058143 | Direct Payment | $100,000 |
BAKER NEWMAN NOYES1 year Filed as: BAKER, NEWMAN AND NOYES Service code 10 280 FORE STREET · PORTLAND, ME 04112 | Accounting | $27,537 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $15,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,188 | $89,569-42.9% | $90,281-43.3% | $89,569-42.9% |
| Participation rate | 70.2% | 69.6%+0.6pp | 73.3%-3.1pp | 69.6%+0.6pp |
| Annual return | 19.84% | 34.56%-14.7pp | 78.10%-58.3pp | 34.56%-14.7pp |
| Employer contribution / active EE | $1,732 | $2,584-33.0% | $2,854-39.3% | $2,584-33.0% |
| Participant deferral / active EE | $1,606 | $4,220-61.9% | $3,885-58.7% | $4,220-61.9% |
| Admin fee / account holder | $82 | $72+14.9% | $5,351-98.5% | $72+14.9% |