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 | $570,915 |
CURCIO WEBB4 years Service code 51 · EIN 36-4171366 | Investment Mgmt Fees | $51,500 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $48,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,754 | $125,029+65.4% | $90,767+127.8% | $78,104+164.7% |
| Participation rate | 98.8% | 93.0%+5.9pp | 75.7%+23.1pp | 74.5%+24.3pp |
| Annual return | -15.35% | -14.80%-0.6pp | -12.16%-3.2pp | 10.90%-26.3pp |
| Employer contribution / active EE | $9,802 | $4,916+99.4% | $2,922+235.5% | $3,128+213.4% |
| Participant deferral / active EE | $11,313 | $7,684+47.2% | $4,565+147.8% | $5,089+122.3% |
| Admin fee / account holder | $74 | $56+33.0% | $8,445-99.1% | $79-6.0% |