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) | $68,504 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $33,764 |
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 | $114,752 | $61,338+87.1% | $149,717-23.4% | $71,495+60.5% |
| Participation rate | 93.6% | 62.5%+31.1pp | 78.8%+14.8pp | 67.9%+25.6pp |
| Annual return | 16.11% | 35.86%-19.7pp | 134.41%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $5,582 | $2,381+134.4% | $4,820+15.8% | $2,589+115.6% |
| Participant deferral / active EE | $5,551 | $2,919+90.1% | $5,682-2.3% | $4,291+29.4% |
| Admin fee / account holder | $696 | $1,263-44.8% | $13,213-94.7% | $1,588-56.1% |