Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,321 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,885 |
DAVIE KAPLAN1 year Filed as: DAVIE KAPLAN CPA P.C. Service code 10 1000 FIRST FEDERAL PLAZA · ROCHESTER, NY 14614 | Accounting | $6,500 |
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 | $45,401 | $65,361-30.5% | $92,903-51.1% | $72,983-37.8% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.0pp |
| Annual return | 21.59% | 42.11%-20.5pp | 109.43%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $4,961 | $2,594+91.2% | $3,653+35.8% | $2,440+103.3% |
| Participant deferral / active EE | $3,794 | $3,128+21.3% | $4,238-10.5% | $3,608+5.2% |
| Admin fee / account holder | $203 | $4,251-95.2% | $5,795-96.5% | $5,124-96.0% |