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 | $6,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,007 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,861 | $185,342-83.9% | $111,319-73.2% | $86,828-65.6% |
| Participation rate | 85.2% | 81.0%+4.2pp | 77.3%+7.9pp | 72.3%+12.9pp |
| Annual return | 16.63% | 500.80%-484.2pp | 54.68%-38.0pp | 97.95%-81.3pp |
| Employer contribution / active EE | $1,088 | $2,246-51.6% | $2,732-60.2% | $2,406-54.8% |
| Participant deferral / active EE | $2,154 | $4,458-51.7% | $4,488-52.0% | $4,132-47.9% |
| Admin fee / account holder | $30 | $255-88.4% | $7,966-99.6% | $170-82.5% |