Filed March 31, 2026 (most recent of 2 filings on file)
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 26 · EIN 13-5674085 | Advisory (Participants) | $82,769 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $38,358 |
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 | $119,910 | $55,470+116.2% | $155,556-22.9% | $74,478+61.0% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 12.57% | 269.80%-257.2pp | 64.84%-52.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $5,846 | $2,267+157.9% | $4,675+25.0% | $2,626+122.6% |
| Participant deferral / active EE | $5,935 | $2,838+109.1% | $5,631+5.4% | $4,350+36.4% |
| Admin fee / account holder | $741 | $1,744-57.5% | $15,885-95.3% | $1,946-61.9% |