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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,300 |
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 | $39,104 | $54,193-27.8% | $93,669-58.3% | $77,714-49.7% |
| Participation rate | 77.6% | 63.9%+13.7pp | 68.7%+8.9pp | 70.6%+7.0pp |
| Annual return | 9.00% | 30.54%-21.5pp | 133.59%-124.6pp | 31.26%-22.3pp |
| Employer contribution / active EE | $821 | $1,168-29.7% | $2,424-66.1% | $2,727-69.9% |
| Participant deferral / active EE | $1,643 | $3,144-47.7% | $4,416-62.8% | $4,649-64.7% |
| Admin fee / account holder | $4 | $576-99.2% | $8,291-99.9% | $433-99.0% |