Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $14,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,352 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,418 | $63,905-49.3% | $74,184-56.3% | $57,661-43.8% |
| Participation rate | 84.5% | 79.8%+4.8pp | 76.6%+7.9pp | 70.2%+14.3pp |
| Annual return | 5.16% | 60.60%-55.4pp | 17.74%-12.6pp | 5.13%0pp |
| Employer contribution / active EE | $1,162 | $1,840-36.9% | $2,370-51.0% | $1,974-41.1% |
| Participant deferral / active EE | $1,958 | $3,448-43.2% | $3,550-44.9% | $3,061-36.0% |
| Admin fee / account holder | $36 | $91-60.2% | $5,586-99.4% | $95-61.7% |