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 |
|---|---|---|
PIERCE, FENNER AND SMITH7 years Filed as: ML, PIERCE, FENNER AND SMITH Service code 19 · EIN 13-5674085 | Securities Custodian | $25,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,888 | $76,112-80.4% | $96,534-84.6% | $71,511-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.73% | 22.81%-7.1pp | 25.88%-10.2pp | 28.86%-13.1pp |
| Employer contribution / active EE | $256 | $2,248-88.6% | $2,965-91.4% | $2,589-90.1% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $139 | $2,708-94.9% | $8,253-98.3% | $1,588-91.3% |