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 | $524,008 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $40,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,731 | $136,310+67.1% | $98,462+131.3% | $103,657+119.7% |
| Participation rate | 74.9% | 89.2%-14.3pp | 75.2%-0.2pp | 73.4%+1.5pp |
| Annual return | -6.60% | 19.67%-26.3pp | 21.20%-27.8pp | 33.13%-39.7pp |
| Employer contribution / active EE | $8,957 | $4,714+90.0% | $3,049+193.8% | $3,216+178.5% |
| Participant deferral / active EE | $10,301 | $7,358+40.0% | $4,738+117.4% | $5,218+97.4% |
| Admin fee / account holder | $81 | $76+5.8% | $8,875-99.1% | $114-29.4% |