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 | $35,284 |
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 | $72,843 | $50,643+43.8% | $106,619-31.7% | $55,167+32.0% |
| Participation rate | 85.5% | 65.6%+20.0pp | 78.0%+7.5pp | 69.0%+16.5pp |
| Annual return | 9.71% | 7.02%+2.7pp | 9.42%+0.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,460 | $1,626+112.8% | $3,947-12.3% | $1,963+76.3% |
| Participant deferral / active EE | $4,837 | $2,208+119.1% | $3,930+23.1% | $3,054+58.4% |
| Admin fee / account holder | $32 | $488-93.4% | $6,418-99.5% | $504-93.6% |