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 | $31,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,763 | $80,753+274.9% | $136,298+122.1% | $62,293+386.0% |
| Participation rate | 96.0% | 73.5%+22.5pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 14.01% | 35.83%-21.8pp | 5156.27%-5142.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $7,229 | $2,884+150.7% | $4,696+53.9% | $2,042+253.9% |
| Participant deferral / active EE | $9,325 | $5,164+80.6% | $6,247+49.3% | $3,169+194.2% |
| Admin fee / account holder | $104 | $525-80.2% | $9,244-98.9% | $479-78.3% |