Filed October 16, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $111,262 |
NATIONAL EXCHANGE BANK AND TRUST3+ years Service code 18 · EIN 39-0493676 | Custodial (other than securities) | $0 |
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 | $50,130 | $56,443-11.2% | $83,830-40.2% | $55,725-10.0% |
| Participation rate | 73.5% | 72.0%+1.5pp | 76.1%-2.6pp | 70.9%+2.7pp |
| Annual return | 6.23% | 393.67%-387.4pp | 850.97%-844.7pp | 244.93%-238.7pp |
| Employer contribution / active EE | $3,658 | $2,682+36.4% | $3,631+0.7% | $2,078+76.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $254 | $156+62.3% | $5,479-95.4% | $115+120.1% |