Filed December 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,760 |
BST & CO. CPA'S LLP1 year Filed as: BST & CO. CPAS, LLP Service code 10 · EIN 14-1442607 | Accounting | $10,709 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,419 | $66,457+60.1% | $81,382+30.8% | $77,643+37.1% |
| Participation rate | 91.4% | 68.7%+22.7pp | 69.5%+21.9pp | 70.6%+20.9pp |
| Annual return | 10.48% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $2,727 | $2,159+26.3% | $2,463+10.7% | $2,7260% |
| Participant deferral / active EE | $4,653 | $3,679+26.5% | $3,883+19.8% | $4,647+0.1% |
| Admin fee / account holder | $129 | $583-77.8% | $5,768-97.8% | $430-69.9% |