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 | $2,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,225 | $59,535-34.1% | $90,161-56.5% | $62,293-37.0% |
| Participation rate | 93.3% | 73.0%+20.3pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 34.70% | 23.53%+11.2pp | 34.89%-0.2pp | 28.90%+5.8pp |
| Employer contribution / active EE | $2,726 | $1,826+49.3% | $3,318-17.8% | $2,042+33.5% |
| Participant deferral / active EE | $8,641 | $4,639+86.3% | $5,287+63.4% | $3,169+172.7% |
| Admin fee / account holder | $9 | $337-97.3% | $5,943-99.8% | $479-98.1% |