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 4 WORLD FINANCIAL CENTER · NEW YORK, NC 10281 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,276-100.0% | $155,574-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 13.12% | 33.36%-20.2pp | 64.87%-51.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $16,219 | $3,103+422.7% | $4,676+246.9% | $2,756+488.4% |
| Participant deferral / active EE | $16,952 | $3,453+390.9% | $5,629+201.1% | $4,299+294.3% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |