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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $32,452 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,982 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,396 | $88,122-63.2% | $141,177-77.1% | $67,579-52.1% |
| Participation rate | 97.9% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 42.03% | 75.40%-33.4pp | 71.40%-29.4pp | 378.56%-336.5pp |
| Employer contribution / active EE | $2,086 | $3,224-35.3% | $4,736-56.0% | $2,148-2.9% |
| Participant deferral / active EE | $5,761 | $5,958-3.3% | $6,710-14.1% | $3,539+62.8% |
| Admin fee / account holder | $176 | $131+34.3% | $10,263-98.3% | $142+23.6% |