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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,560 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,417 | $130,294-31.4% | $170,057-47.4% | $71,529+25.0% |
| Participation rate | 92.7% | 86.2%+6.5pp | 87.0%+5.7pp | 67.9%+24.7pp |
| Annual return | 25.20% | 20.36%+4.8pp | 53.42%-28.2pp | 28.97%-3.8pp |
| Employer contribution / active EE | $9,598 | $4,385+118.9% | $6,790+41.3% | $2,590+270.6% |
| Participant deferral / active EE | $14,991 | $6,928+116.4% | $10,411+44.0% | $4,291+249.3% |
| Admin fee / account holder | $202 | $966-79.0% | $12,826-98.4% | $1,588-87.3% |