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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,267 |
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 | $57,557 | $41,317+39.3% | $85,969-33.0% | $55,191+4.3% |
| Participation rate | 85.3% | 54.5%+30.8pp | 76.5%+8.7pp | 69.2%+16.1pp |
| Annual return | -1.06% | 3.93%-5.0pp | 9.32%-10.4pp | 10.78%-11.8pp |
| Employer contribution / active EE | $3,379 | $1,198+182.2% | $3,474-2.7% | $1,899+78.0% |
| Participant deferral / active EE | $4,602 | $1,914+140.4% | $3,829+20.2% | $3,046+51.1% |
| Admin fee / account holder | $116 | $97+19.4% | $6,053-98.1% | $91+27.5% |