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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $80,258 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $60,524 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $57,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,224 | $92,224-18.4% | $105,223-28.5% | $79,634-5.5% |
| Participation rate | 68.9% | 69.2%-0.2pp | 75.0%-6.1pp | 62.5%+6.5pp |
| Annual return | 16.96% | 88.65%-71.7pp | 180.65%-163.7pp | 36.46%-19.5pp |
| Employer contribution / active EE | $3,243 | $3,965-18.2% | $3,689-12.1% | $2,529+28.2% |
| Participant deferral / active EE | $6,065 | $3,834+58.2% | $5,072+19.6% | $3,835+58.2% |
| Admin fee / account holder | $579 | $1,121-48.3% | $8,859-93.5% | $1,002-42.2% |