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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $55,096 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 70 · EIN 06-1397347 | Consulting Fees | $37,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,248 | $43,233-2.3% | $185,117-77.2% | $77,958-45.8% |
| Participation rate | 87.9% | 64.2%+23.6pp | 77.3%+10.6pp | 71.6%+16.2pp |
| Annual return | 22.89% | 20.43%+2.5pp | 40.50%-17.6pp | 20.87%+2.0pp |
| Employer contribution / active EE | $1,003 | $1,312-23.6% | $4,182-76.0% | $2,310-56.6% |
| Participant deferral / active EE | $4,615 | $2,912+58.5% | $5,045-8.5% | $3,537+30.5% |
| Admin fee / account holder | $21 | $95-77.5% | $8,159-99.7% | $97-78.0% |