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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $40,155 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $26,717 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,436 |
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 | $241,679 | $155,795+55.1% | $136,298+77.3% | $69,634+247.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 70.7%+26.1pp |
| Annual return | 13.82% | 232464.33%-232450.5pp | 5156.27%-5142.5pp | 27572.26%-27558.4pp |
| Employer contribution / active EE | $19,999 | $2,991+568.7% | $4,696+325.9% | $2,032+884.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $36 | $128-71.9% | $9,244-99.6% | $110-67.4% |