Filed September 29, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $31,767 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,140 | $56,629+94.5% | $77,999+41.2% | $55,167+99.6% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.5%+15.3pp | 69.0%+21.8pp |
| Annual return | 6.82% | 2866.98%-2860.2pp | 425.96%-419.1pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,811 | $1,723+121.2% | $2,470+54.3% | $1,963+94.2% |
| Participant deferral / active EE | $4,725 | $2,777+70.1% | $3,497+35.1% | $3,054+54.7% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |