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 | $73,877 |
MONNIER & CO6 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $14,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,830 | $85,515+231.9% | $112,040+153.3% | $67,986+317.5% |
| Participation rate | 83.1% | 68.2%+14.8pp | 76.5%+6.6pp | 57.2%+25.9pp |
| Annual return | 14.32% | 29.68%-15.4pp | 24.52%-10.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $10,601 | $2,191+383.8% | $2,954+258.9% | $2,019+425.2% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $799 | $3,774-78.8% | $12,098-93.4% | $3,203-75.1% |