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 & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $208,342 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,070 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,812 | $55,470+321.5% | $155,556+50.3% | $74,478+213.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.45% | 269.80%-257.4pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $11,943 | $2,267+426.9% | $4,675+155.4% | $2,626+354.7% |
| Participant deferral / active EE | $9,466 | $2,838+233.5% | $5,631+68.1% | $4,350+117.6% |
| Admin fee / account holder | $11 | $1,744-99.4% | $15,885-99.9% | $1,946-99.5% |