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: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
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 | $0 | $163,960-100.0% | $69,890-100.0% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 70.5%-70.5pp | - |
| Annual return | 0.92% | -11.87%+12.8pp | 190.84%-189.9pp | - |
| Employer contribution / active EE | $0 | $2,306-100.0% | $2,560-100.0% | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | $3,848-100.0% | - |
| Admin fee / account holder | $0 | $34,394-100.0% | $6,267-100.0% | - |