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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,133 | $136,307-68.4% | $177,840-75.7% | $73,493-41.3% |
| Participation rate | 47.0% | 86.1%-39.1pp | 87.7%-40.7pp | 70.7%-23.7pp |
| Annual return | 16.12% | 18.68%-2.6pp | 48.32%-32.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $790 | $3,712-78.7% | $5,919-86.7% | $2,270-65.2% |
| Participant deferral / active EE | $3,430 | $5,829-41.1% | $7,714-55.5% | $3,740-8.3% |
| Admin fee / account holder | $37 | $596-93.7% | $12,431-99.7% | $513-92.7% |