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 | $54,230 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 70 · EIN 06-1397347 | Consulting Fees | $7,620 |
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 | $43,743 | $48,072-9.0% | $182,575-76.0% | $77,775-43.8% |
| Participation rate | 92.8% | 64.3%+28.6pp | 78.0%+14.8pp | 73.2%+19.6pp |
| Annual return | 25.75% | 31.26%-5.5pp | 148.60%-122.8pp | 32.58%-6.8pp |
| Employer contribution / active EE | $1,641 | $1,453+12.9% | $4,077-59.7% | $2,504-34.4% |
| Participant deferral / active EE | $5,208 | $3,209+62.3% | $5,526-5.8% | $3,966+31.3% |
| Admin fee / account holder | $42 | $131-67.7% | $8,595-99.5% | $100-57.6% |