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 | $529,508 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $243,418 |
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 | $188,555 | $106,649+76.8% | $80,022+135.6% | $68,904+173.6% |
| Participation rate | 99.6% | 88.1%+11.4pp | 75.8%+23.7pp | 74.1%+25.4pp |
| Annual return | -4.99% | -0.87%-4.1pp | 11.22%-16.2pp | 1.07%-6.1pp |
| Employer contribution / active EE | $8,351 | $4,132+102.1% | $2,468+238.4% | $2,540+228.7% |
| Participant deferral / active EE | $9,532 | $6,395+49.1% | $3,686+158.6% | $4,015+137.4% |
| Admin fee / account holder | $83 | $58+42.1% | $6,521-98.7% | $71+15.7% |