Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,766 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 17 · EIN 61-1732930 | Pension Consulting | $6,039 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,366 | $37,196-7.6% | $154,108-77.7% | $55,725-38.3% |
| Participation rate | 96.9% | 64.1%+32.8pp | 83.0%+13.8pp | 70.9%+26.0pp |
| Annual return | 8.77% | 1319.68%-1310.9pp | 735.21%-726.4pp | 244.93%-236.2pp |
| Employer contribution / active EE | $2,070 | $1,614+28.2% | $5,298-60.9% | $2,078-0.4% |
| Participant deferral / active EE | $1,538 | $2,068-25.7% | $5,081-69.7% | $3,356-54.2% |
| Admin fee / account holder | $22 | $102-78.3% | $13,411-99.8% | $115-80.9% |