Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 1600 AMERICAN BOULEVARD 3RD FLOOR · PENNINGTON, NJ 08536 | Advisory (Plan) | $70,320 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $48,561 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,516 | $50,666+274.1% | $76,657+147.2% | $65,185+190.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 2.04% | 28.51%-26.5pp | 1166.74%-1164.7pp | 29.38%-27.3pp |
| Employer contribution / active EE | $16,283 | $1,575+934.0% | $2,303+607.2% | $2,177+648.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,335-100.0% | $3,514-100.0% |
| Admin fee / account holder | $922 | $463+99.1% | $6,423-85.7% | $847+8.8% |