Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,279 |
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 | $41,146 | $56,047-26.6% | $98,716-58.3% | $79,634-48.3% |
| Participation rate | 72.8% | 54.6%+18.2pp | 69.3%+3.6pp | 62.5%+10.4pp |
| Annual return | 11.29% | 17.58%-6.3pp | 31.81%-20.5pp | 36.46%-25.2pp |
| Employer contribution / active EE | $771 | $1,237-37.7% | $2,279-66.1% | $2,529-69.5% |
| Participant deferral / active EE | $1,541 | $2,469-37.6% | $4,048-61.9% | $3,835-59.8% |
| Admin fee / account holder | $4 | $1,512-99.7% | $8,703-100.0% | $1,002-99.6% |