Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $154,446 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 50 · EIN 94-1687665 | Direct Payment | $95,081 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $53,600 |
GREENBERG TRAURIG1 year Service code 50 · EIN 59-1262947 | Direct Payment | $12,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,430 | $54,788-48.1% | $92,240-69.2% | $80,976-64.9% |
| Participation rate | 31.5% | 77.1%-45.6pp | 76.5%-45.0pp | 68.3%-36.8pp |
| Annual return | 17.50% | 13.07%+4.4pp | 176.29%-158.8pp | 22.91%-5.4pp |
| Employer contribution / active EE | $837 | $3,430-75.6% | $3,680-77.3% | $2,402-65.2% |
| Participant deferral / active EE | $1,460 | $2,438-40.1% | $3,897-62.5% | $3,848-62.1% |
| Admin fee / account holder | $38 | $96-59.9% | $5,194-99.3% | $67-43.0% |