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 | $57,919 |
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 | $166,861 | $61,391+171.8% | $149,723+11.4% | $71,529+133.3% |
| Participation rate | 51.5% | 62.5%-11.0pp | 78.8%-27.3pp | 67.9%-16.4pp |
| Annual return | 14.68% | 35.88%-21.2pp | 134.50%-119.8pp | 28.97%-14.3pp |
| Employer contribution / active EE | $1,359 | $2,384-43.0% | $4,821-71.8% | $2,590-47.5% |
| Participant deferral / active EE | $2,521 | $2,921-13.7% | $5,682-55.6% | $4,291-41.3% |
| Admin fee / account holder | $104 | $1,264-91.8% | $13,215-99.2% | $1,588-93.5% |