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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $49,532 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $41,276 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,687 | $107,415-52.8% | $135,974-62.7% | $80,157-36.8% |
| Participation rate | 95.7% | 78.0%+17.7pp | 81.9%+13.8pp | 72.9%+22.8pp |
| Annual return | 22.62% | 91.99%-69.4pp | 68.30%-45.7pp | 40.39%-17.8pp |
| Employer contribution / active EE | $2,248 | $3,878-42.0% | $4,859-53.7% | $2,977-24.5% |
| Participant deferral / active EE | $8,535 | $8,189+4.2% | $7,760+10.0% | $5,015+70.2% |
| Admin fee / account holder | $127 | $127+0.1% | $10,767-98.8% | $145-12.3% |