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 Service code 28 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $12,869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,661 | $95,406+41.1% | $185,849-27.5% | $85,847+56.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.58% | 23.59%-4.0pp | 122.10%-102.5pp | 318.61%-299.0pp |
| Employer contribution / active EE | $4,926 | $3,314+48.7% | $5,169-4.7% | $2,565+92.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $170 | $7,214-97.6% | $16,244-99.0% | $6,261-97.3% |