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 | $29,046 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,464 | $42,396-21.1% | $67,313-50.3% | $56,289-40.5% |
| Participation rate | 92.5% | 61.0%+31.5pp | 69.1%+23.4pp | 69.9%+22.6pp |
| Annual return | -4.41% | -36.63%+32.2pp | -4.08%-0.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,322 | $1,414-6.5% | $2,566-48.5% | $2,111-37.4% |
| Participant deferral / active EE | $2,099 | $2,360-11.1% | $3,568-41.2% | $3,350-37.4% |
| Admin fee / account holder | $123 | $510-75.9% | $4,507-97.3% | $521-76.5% |