Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $4,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $34,583 | $54,320-36.3% | $67,652-48.9% | $52,331-33.9% |
| Participation rate | 55.5% | 73.6%-18.1pp | 75.7%-20.2pp | 68.1%-12.6pp |
| Annual return | 2.89% | 6.81%-3.9pp | 6625.40%-6622.5pp | 4.54%-1.7pp |
| Employer contribution / active EE | $325 | $1,544-79.0% | $2,266-85.7% | $1,882-82.7% |
| Participant deferral / active EE | $1,297 | $2,950-56.0% | $3,560-63.6% | $3,022-57.1% |
| Admin fee / account holder | $58 | $527-89.0% | $4,821-98.8% | $592-90.2% |