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 | $68,187 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
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 | $156,771 | $74,089+111.6% | $133,975+17.0% | $55,167+184.2% |
| Participation rate | 95.5% | 84.3%+11.3pp | 87.1%+8.5pp | 69.0%+26.6pp |
| Annual return | 6.29% | 12.11%-5.8pp | 29.29%-23.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,410 | $3,064+109.2% | $5,211+23.0% | $1,963+226.6% |
| Participant deferral / active EE | $12,111 | $4,678+158.9% | $6,282+92.8% | $3,054+296.5% |
| Admin fee / account holder | $93 | $458-79.7% | $9,324-99.0% | $504-81.5% |