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 | $61,383 |
MONNIER & CO5 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $14,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,614 | $79,181+210.2% | $102,423+139.8% | $74,429+230.0% |
| Participation rate | 88.3% | 74.8%+13.6pp | 76.5%+11.8pp | 67.2%+21.1pp |
| Annual return | 8.17% | 54.97%-46.8pp | 29.42%-21.3pp | 1368.38%-1360.2pp |
| Employer contribution / active EE | $10,199 | $2,362+331.9% | $3,023+237.4% | $2,625+288.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $683 | $2,002-65.9% | $9,455-92.8% | $1,944-64.9% |