Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $0 |
Filed as: MERRILL LYNCH 13-5674085 Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,547 | $63,053-88.0% | $86,235-91.2% | - |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.0%-69.0pp | - |
| Annual return | -0.59% | 12.64%-13.2pp | 1170.03%-1170.6pp | - |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,381-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,987-100.0% | - |
| Admin fee / account holder | $2,962 | $4,609-35.7% | $6,856-56.8% | - |