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 | $226,696 |
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 | $66,998 | $112,582-40.5% | $105,624-36.6% | $200,096-66.5% |
| Participation rate | 93.6% | 86.3%+7.4pp | 75.3%+18.4pp | 72.0%+21.6pp |
| Annual return | 15.30% | 15.58%-0.3pp | 116.20%-100.9pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,424 | $4,580-47.1% | $3,168-23.5% | $3,038-20.2% |
| Participant deferral / active EE | $4,098 | $6,655-38.4% | $5,013-18.2% | $5,090-19.5% |
| Admin fee / account holder | $41 | $107-62.0% | $10,961-99.6% | $269-84.9% |