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 | $2,463 | $55,230-95.5% | $79,583-96.9% | - |
| Participation rate | 0.0% | 62.4%-62.4pp | 69.5%-69.5pp | - |
| Annual return | -21.47% | -17.05%-4.4pp | 0.16%-21.6pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,414-100.0% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $263,474 | $7,320+3499.5% | $6,835+3754.6% | - |