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) | $38,705 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,449 | $91,179+11.3% | $178,499-43.2% | $79,852+27.0% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 13.08% | 24.19%-11.1pp | 151.10%-138.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,482 | $3,256-23.8% | $5,011-50.5% | $2,471+0.4% |
| Participant deferral / active EE | $4,637 | $3,236+43.3% | $5,202-10.9% | $3,740+24.0% |
| Admin fee / account holder | $608 | $6,749-91.0% | $13,986-95.7% | $5,306-88.5% |