Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $138,012 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $73,291 |
Service code 49 · EIN 13-5674085 | Other Services | $32,067 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,675 | $75,388+87.9% | $123,553+14.7% | $55,725+154.2% |
| Participation rate | 92.6% | 75.7%+17.0pp | 82.3%+10.3pp | 70.9%+21.8pp |
| Annual return | -2.64% | 4.48%-7.1pp | 119.21%-121.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $5,476 | $3,063+78.8% | $4,628+18.3% | $2,078+163.5% |
| Participant deferral / active EE | $9,452 | $5,651+67.3% | $6,426+47.1% | $3,356+181.7% |
| Admin fee / account holder | $235 | $120+96.3% | $9,284-97.5% | $115+104.1% |