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 | $559,135 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,251 | $83,826+24.4% | $125,195-16.7% | $82,204+26.8% |
| Participation rate | 79.3% | 83.1%-3.8pp | 79.8%-0.4pp | 73.4%+5.9pp |
| Annual return | 26.37% | 22.78%+3.6pp | 43.79%-17.4pp | 26.31%+0.1pp |
| Employer contribution / active EE | $5,089 | $2,267+124.4% | $3,866+31.6% | $2,707+88.0% |
| Participant deferral / active EE | $8,056 | $4,293+87.7% | $4,937+63.2% | $4,246+89.7% |
| Admin fee / account holder | $115 | $74+55.0% | $9,704-98.8% | $76+52.4% |