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 | $40,360 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $280 |
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 | $138,699 | $66,310+109.2% | $93,606+48.2% | $65,185+112.8% |
| Participation rate | 88.9% | 74.0%+14.9pp | 75.8%+13.1pp | 70.2%+18.7pp |
| Annual return | 24.16% | 42.58%-18.4pp | 32.76%-8.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $3,989 | $2,012+98.2% | $2,718+46.8% | $2,177+83.3% |
| Participant deferral / active EE | $4,960 | $3,342+48.4% | $4,069+21.9% | $3,514+41.2% |
| Admin fee / account holder | $273 | $6,897-96.0% | $7,888-96.5% | $847-67.8% |