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 | $303,004 |
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 | $86,533 | $84,000+3.0% | $119,628-27.7% | $77,906+11.1% |
| Participation rate | 96.5% | 77.8%+18.7pp | 79.3%+17.2pp | 73.7%+22.8pp |
| Annual return | -13.75% | -11.59%-2.2pp | -14.98%+1.2pp | 12.16%-25.9pp |
| Employer contribution / active EE | $5,005 | $2,907+72.1% | $4,232+18.2% | $2,846+75.8% |
| Participant deferral / active EE | $8,213 | $4,705+74.6% | $5,601+46.6% | $4,805+70.9% |
| Admin fee / account holder | $123 | $116+6.5% | $10,330-98.8% | $133-7.0% |