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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,632 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,211 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $49,471-28.5% | $79,583-55.6% | $66,949-47.2% |
| Participation rate | 86.4% | 61.4%+25.0pp | 69.5%+16.9pp | 69.8%+16.5pp |
| Annual return | -11.55% | 84.30%-95.8pp | 0.16%-11.7pp | 1.57%-13.1pp |
| Employer contribution / active EE | $1,309 | $1,266+3.4% | $2,414-45.8% | $2,545-48.6% |
| Participant deferral / active EE | $3,764 | $3,160+19.1% | $3,986-5.6% | $4,239-11.2% |
| Admin fee / account holder | $237 | $595-60.1% | $6,835-96.5% | $594-60.1% |