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 | $122,776 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $368,378 | $89,652+310.9% | $141,197+160.9% | $65,186+465.1% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.3pp | 70.2%+28.5pp |
| Annual return | 18.68% | 32.79%-14.1pp | 71.41%-52.7pp | 29.39%-10.7pp |
| Employer contribution / active EE | $11,941 | $3,065+289.6% | $4,736+152.1% | $2,177+448.5% |
| Participant deferral / active EE | $8,565 | $5,691+50.5% | $6,710+27.6% | $3,514+143.7% |
| Admin fee / account holder | $215 | $569-62.2% | $10,265-97.9% | $847-74.6% |