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 |
|---|---|---|
Service code 10 3001 WEST BIG BEAVER · TROY, MI 480843108 | Accounting | $34,740 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,476 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $223,703 | $57,108+291.7% | $94,229+137.4% | $52,331+327.5% |
| Participation rate | 91.1% | 72.9%+18.1pp | 78.8%+12.3pp | 68.1%+23.0pp |
| Annual return | -2.92% | 1.47%-4.4pp | 10.68%-13.6pp | 4.54%-7.5pp |
| Employer contribution / active EE | $24,199 | $1,735+1294.5% | $3,587+574.7% | $1,882+1186.0% |
| Participant deferral / active EE | $4,696 | $3,040+54.5% | $4,320+8.7% | $3,022+55.4% |
| Admin fee / account holder | $299 | $546-45.4% | $6,269-95.2% | $592-49.5% |