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 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $87,721 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $16,763 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,974 | $95,438-68.6% | $135,982-78.0% | $74,473-59.8% |
| Participation rate | 88.5% | 78.2%+10.3pp | 81.9%+6.6pp | 70.7%+17.8pp |
| Annual return | 24.24% | 32.61%-8.4pp | 68.32%-44.1pp | 34.36%-10.1pp |
| Employer contribution / active EE | $2,380 | $3,878-38.6% | $4,859-51.0% | $2,638-9.8% |
| Participant deferral / active EE | $4,350 | $7,790-44.2% | $7,760-43.9% | $4,530-4.0% |
| Admin fee / account holder | $177 | $259-31.7% | $10,767-98.4% | $347-49.0% |