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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $44,610 |
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 | $99,798 | $92,076+8.4% | $105,608-5.5% | $77,714+28.4% |
| Participation rate | 94.8% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 15.57% | 17.84%-2.3pp | 116.50%-100.9pp | 31.26%-15.7pp |
| Employer contribution / active EE | $2,587 | $3,370-23.2% | $3,167-18.3% | $2,727-5.1% |
| Participant deferral / active EE | $4,319 | $5,390-19.9% | $5,010-13.8% | $4,649-7.1% |
| Admin fee / account holder | $44 | $219-79.9% | $11,028-99.6% | $433-89.8% |