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 | $59,862 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $92,186-14.3% | $105,624-25.2% | $77,762+1.6% |
| Participation rate | 93.7% | 81.0%+12.7pp | 75.3%+18.5pp | 70.6%+23.1pp |
| Annual return | 15.54% | 17.83%-2.3pp | 116.20%-100.7pp | 31.27%-15.7pp |
| Employer contribution / active EE | $1,813 | $3,376-46.3% | $3,168-42.8% | $2,728-33.5% |
| Participant deferral / active EE | $4,562 | $5,395-15.4% | $5,013-9.0% | $4,651-1.9% |
| Admin fee / account holder | $95 | $219-56.8% | $10,961-99.1% | $433-78.1% |