Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $41,316 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $41,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,780 | $80,177+181.6% | $123,894+82.2% | $57,661+291.6% |
| Participation rate | 93.3% | 74.4%+18.8pp | 81.4%+11.9pp | 70.2%+23.0pp |
| Annual return | -3.34% | 17.90%-21.2pp | 47.52%-50.9pp | 5.13%-8.5pp |
| Employer contribution / active EE | $19,698 | $2,913+576.3% | $4,617+326.7% | $1,974+897.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $12 | $106-88.8% | $8,357-99.9% | $95-87.4% |