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 | $67,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,572 | $55,472+207.5% | $155,567+9.6% | $74,546+128.8% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 12.65% | 268.72%-256.1pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,352 | $2,269-40.4% | $4,674-71.1% | $2,624-48.5% |
| Participant deferral / active EE | $2,721 | $2,838-4.1% | $5,628-51.6% | $4,347-37.4% |
| Admin fee / account holder | $118 | $1,743-93.3% | $15,916-99.3% | $1,944-93.9% |