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 | $391,187 |
CURCIO WEBB2 years Service code 70 · EIN 36-4171366 | Consulting Fees | $59,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $33,544 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $15,610 |
AON CONSULTING1 year Service code 10 29695 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $8,829 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $246,197 | $146,341+68.2% | $98,920+148.9% | $93,223+164.1% |
| Participation rate | 99.8% | 89.3%+10.5pp | 76.0%+23.8pp | 74.9%+24.9pp |
| Annual return | 11.95% | 16.85%-4.9pp | 196.47%-184.5pp | 19.29%-7.3pp |
| Employer contribution / active EE | $9,287 | $4,823+92.6% | $2,689+245.3% | $2,680+246.6% |
| Participant deferral / active EE | $11,052 | $7,126+55.1% | $4,245+160.3% | $4,563+142.2% |
| Admin fee / account holder | $68 | $63+8.7% | $6,643-99.0% | $79-13.9% |