Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $102,227 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $0 | $0 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 7.74% | 10.52%-2.8pp | 2.61%+5.1pp | 10.52%-2.8pp |
| Employer contribution / active EE | $95,604 | $15,140+531.5% | $36,531+161.7% | $15,140+531.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $87-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |