Filed March 31, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $96,904 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $33,344 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $5,738 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,137 | $45,343+244.3% | $150,298+3.9% | $67,986+129.7% |
| Participation rate | 92.0% | 51.9%+40.2pp | 77.8%+14.3pp | 57.2%+34.8pp |
| Annual return | 16.72% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-14.9pp |
| Employer contribution / active EE | $5,447 | $1,462+272.6% | $4,154+31.1% | $2,019+169.8% |
| Participant deferral / active EE | $5,556 | $2,055+170.4% | $5,453+1.9% | $3,358+65.5% |
| Admin fee / account holder | $883 | $2,250-60.8% | $14,116-93.7% | $3,203-72.4% |