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 Service code 22 · EIN 13-5674085 | Insurance Broker | $26,362 |
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $19,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,915 | $55,446+29.7% | $155,574-53.8% | $74,429-3.4% |
| Participation rate | 58.9% | 61.9%-3.0pp | 78.2%-19.3pp | 67.2%-8.3pp |
| Annual return | 11.14% | 269.20%-258.1pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,807 | $2,836-1.0% | $5,629-50.1% | $4,348-35.4% |
| Admin fee / account holder | $278 | $1,743-84.1% | $15,914-98.3% | $1,944-85.7% |