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 | $17,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,937 | $72,303-17.1% | $86,691-30.9% | $64,814-7.5% |
| Participation rate | 88.5% | 80.4%+8.1pp | 76.6%+11.9pp | 71.5%+17.1pp |
| Annual return | -11.90% | 392.77%-404.7pp | 35.94%-47.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $722 | $2,393-69.8% | $2,837-74.5% | $2,507-71.2% |
| Participant deferral / active EE | $3,993 | $4,660-14.3% | $4,656-14.2% | $4,310-7.4% |
| Admin fee / account holder | $36 | $174-79.6% | $7,492-99.5% | $188-81.1% |