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 | $3,490 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,395 | $88,324+135.9% | $115,038+81.2% | $55,191+277.6% |
| Participation rate | 95.0% | 72.5%+22.5pp | 81.4%+13.6pp | 69.2%+25.8pp |
| Annual return | -2.18% | 6.30%-8.5pp | 26.14%-28.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $7,959 | $2,805+183.8% | $4,608+72.7% | $1,899+319.2% |
| Participant deferral / active EE | $8,136 | $5,042+61.4% | $6,026+35.0% | $3,046+167.1% |
| Admin fee / account holder | $567 | $105+438.4% | $8,175-93.1% | $91+525.1% |