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 | $475 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $270,722 | $91,179+196.9% | $178,499+51.7% | $79,852+239.0% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 12.88% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $12,663 | $3,256+289.0% | $5,011+152.7% | $2,471+412.5% |
| Participant deferral / active EE | $13,391 | $3,236+313.8% | $5,202+157.4% | $3,740+258.0% |
| Admin fee / account holder | $12 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |