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 |
|---|---|---|
W. HARRIS WOOTEN8+ years Service code 10 · EIN 46-2783528 | Accounting | $25,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,269 | $82,188+91.4% | $125,391+25.4% | $64,824+142.6% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -18.09% | 3.50%-21.6pp | 572.41%-590.5pp | 32.84%-50.9pp |
| Employer contribution / active EE | $5,079 | $3,617+40.4% | $4,816+5.5% | $2,507+102.6% |
| Participant deferral / active EE | $14,584 | $7,177+103.2% | $7,448+95.8% | $4,311+238.3% |
| Admin fee / account holder | $54 | $163-66.7% | $10,009-99.5% | $188-71.1% |