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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,302 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $58,969+11.9% | $129,406-49.0% | $77,762-15.2% |
| Participation rate | 89.0% | 59.5%+29.6pp | 69.6%+19.4pp | 70.6%+18.4pp |
| Annual return | 15.10% | 24.78%-9.7pp | 9468.18%-9453.1pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,894 | $1,959-3.3% | $4,155-54.4% | $2,728-30.6% |
| Participant deferral / active EE | $7,844 | $3,224+143.3% | $4,167+88.2% | $4,651+68.7% |
| Admin fee / account holder | $122 | $593-79.3% | $7,689-98.4% | $433-71.7% |