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) | $65,055 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,225 |
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 | $107,039 | $73,848+44.9% | $143,799-25.6% | $68,486+56.3% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -16.87% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,004 | $3,184+88.5% | $4,952+21.2% | $2,597+131.2% |
| Participant deferral / active EE | $5,798 | $3,385+71.3% | $5,638+2.8% | $4,028+44.0% |
| Admin fee / account holder | $734 | $5,755-87.2% | $14,677-95.0% | $5,404-86.4% |