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 | $145,720 |
Filed as: CBIZ CPAS P.C. Service code 10 730 3RD AVENUE · NEW YORK, NY 10017 | Accounting | $29,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,247 | $58,644+18.1% | $178,505-61.2% | $200,096-65.4% |
| Participation rate | 93.3% | 65.5%+27.9pp | 77.1%+16.2pp | 72.0%+21.3pp |
| Annual return | 15.34% | 19.25%-3.9pp | 27.16%-11.8pp | 34.26%-18.9pp |
| Employer contribution / active EE | $1,202 | $1,801-33.3% | $3,955-69.6% | $3,038-60.4% |
| Participant deferral / active EE | $6,975 | $4,248+64.2% | $6,280+11.1% | $5,090+37.0% |
| Admin fee / account holder | $30 | $145-79.1% | $10,428-99.7% | $269-88.7% |