Filed January 2, 2026 (most recent of 3 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 | $465,326 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $358,756 |
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 | $209,248 | $2,226,388-90.6% | $91,004+129.9% | $177,276+18.0% |
| Participation rate | 99.6% | 85.1%+14.5pp | 75.6%+24.0pp | 74.8%+24.8pp |
| Annual return | 14.52% | 20.16%-5.6pp | 4.60%+9.9pp | 21.25%-6.7pp |
| Employer contribution / active EE | $8,364 | $4,139+102.1% | $2,456+240.6% | $2,479+237.4% |
| Participant deferral / active EE | $9,233 | $6,423+43.8% | $3,548+160.3% | $3,881+137.9% |
| Admin fee / account holder | $97 | $1,921-95.0% | $5,417-98.2% | $154-37.1% |