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 | $58,911+12.0% | $129,384-49.0% | $77,736-15.2% |
| Participation rate | 89.0% | 59.4%+29.6pp | 69.6%+19.4pp | 70.6%+18.4pp |
| Annual return | 15.10% | 24.75%-9.6pp | 9461.77%-9446.7pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,894 | $1,955-3.1% | $4,153-54.4% | $2,728-30.6% |
| Participant deferral / active EE | $7,844 | $3,220+143.6% | $4,166+88.3% | $4,651+68.7% |
| Admin fee / account holder | $122 | $592-79.3% | $7,686-98.4% | $433-71.7% |