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 | $4,188 |
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 | $222,995 | $80,177+178.1% | $123,894+80.0% | $57,658+286.8% |
| Participation rate | 94.4% | 74.4%+20.0pp | 81.4%+13.0pp | 70.2%+24.2pp |
| Annual return | 7.89% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $9,317 | $2,913+219.9% | $4,617+101.8% | $1,974+372.0% |
| Participant deferral / active EE | $8,074 | $5,130+57.4% | $5,984+34.9% | $3,061+163.8% |
| Admin fee / account holder | $23 | $106-78.1% | $8,357-99.7% | $95-75.4% |