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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $51,194 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,082 | $59,054+22.1% | $97,167-25.8% | $77,671-7.2% |
| Participation rate | 76.2% | 67.9%+8.3pp | 72.7%+3.5pp | 70.6%+5.6pp |
| Annual return | 11.11% | 16.96%-5.9pp | 75.27%-64.2pp | 31.21%-20.1pp |
| Employer contribution / active EE | $770 | $1,742-55.8% | $2,729-71.8% | $2,726-71.8% |
| Participant deferral / active EE | $5,105 | $3,930+29.9% | $4,264+19.7% | $4,648+9.8% |
| Admin fee / account holder | $231 | $346-33.4% | $5,650-95.9% | $430-46.4% |