Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,210 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $5,043 |
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 | $24,025 | $72,303-66.8% | $86,717-72.3% | $64,829-62.9% |
| Participation rate | 90.3% | 80.4%+9.9pp | 76.6%+13.7pp | 71.5%+18.8pp |
| Annual return | -14.86% | 392.77%-407.6pp | 35.97%-50.8pp | 32.85%-47.7pp |
| Employer contribution / active EE | $1,599 | $2,393-33.2% | $2,837-43.6% | $2,507-36.2% |
| Participant deferral / active EE | $2,795 | $4,660-40.0% | $4,657-40.0% | $4,312-35.2% |
| Admin fee / account holder | $31 | $174-82.4% | $7,494-99.6% | $188-83.7% |