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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,146 | $55,457+37.3% | $76,1190% | $77,736-2.0% |
| Participation rate | 62.1% | 63.6%-1.5pp | 69.1%-7.0pp | 70.6%-8.5pp |
| Annual return | 15.55% | 17.09%-1.5pp | 361.25%-345.7pp | 31.26%-15.7pp |
| Employer contribution / active EE | $2,695 | $1,792+50.4% | $2,693+0.1% | $2,728-1.2% |
| Participant deferral / active EE | $4,379 | $3,454+26.8% | $4,259+2.8% | $4,651-5.8% |
| Admin fee / account holder | $21 | $411-94.8% | $6,421-99.7% | $433-95.0% |