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 Service code 52 | Indirect Investment Fees | $6,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,326 | $46,072+4.9% | $69,779-30.7% | $55,167-12.4% |
| Participation rate | 24.5% | 67.5%-43.0pp | 71.8%-47.3pp | 69.0%-44.5pp |
| Annual return | 6.56% | 8.68%-2.1pp | 12.99%-6.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $727 | $1,500-51.5% | $2,338-68.9% | $1,963-62.9% |
| Participant deferral / active EE | $1,354 | $2,344-42.2% | $2,931-53.8% | $3,054-55.7% |
| Admin fee / account holder | $31 | $428-92.7% | $4,381-99.3% | $504-93.8% |