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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,821 |
QUALIFIED PLANS, LLC9+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $7,372 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,484 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,020 | $41,150+31.3% | $80,627-33.0% | $71,511-24.5% |
| Participation rate | 87.8% | 50.3%+37.5pp | 67.0%+20.8pp | 67.9%+19.9pp |
| Annual return | 20.73% | 38.48%-17.7pp | 936.76%-916.0pp | 28.86%-8.1pp |
| Employer contribution / active EE | $944 | $1,515-37.7% | $2,723-65.3% | $2,589-63.5% |
| Participant deferral / active EE | $4,216 | $2,701+56.1% | $4,443-5.1% | $4,291-1.7% |
| Admin fee / account holder | $376 | $1,841-79.6% | $5,381-93.0% | $1,588-76.3% |