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 | $2,614 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,966 | $73,532+259.0% | $178,540+47.8% | $74,459+254.5% |
| Participation rate | 97.4% | 66.6%+30.8pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 14.29% | 17.51%-3.2pp | 27.15%-12.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $9,460 | $2,221+325.9% | $3,953+139.3% | $2,626+260.3% |
| Participant deferral / active EE | $15,416 | $4,519+241.2% | $6,281+145.5% | $4,350+254.4% |
| Admin fee / account holder | $10 | $1,813-99.4% | $10,424-99.9% | $1,945-99.5% |