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 | $84,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,092 | $101,499+244.9% | $147,005+138.1% | $74,546+369.6% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+27.9pp |
| Annual return | 12.00% | 8732.34%-8720.3pp | 418.76%-406.8pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $19,479 | $3,811+411.1% | $4,934+294.8% | $2,624+642.2% |
| Participant deferral / active EE | $4,100 | $7,304-43.9% | $8,070-49.2% | $4,347-5.7% |
| Admin fee / account holder | $677 | $1,748-61.3% | $13,006-94.8% | $1,944-65.2% |