Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,171 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $235,337 | $75,388+212.2% | $123,553+90.5% | $55,725+322.3% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.3%+16.2pp | 70.9%+27.6pp |
| Annual return | -5.99% | 4.48%-10.5pp | 119.21%-125.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $11,669 | $3,063+281.0% | $4,628+152.1% | $2,078+461.5% |
| Participant deferral / active EE | $9,172 | $5,651+62.3% | $6,426+42.7% | $3,356+173.4% |
| Admin fee / account holder | $12 | $120-89.9% | $9,284-99.9% | $115-89.5% |