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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,038 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,200 | $54,679+15.6% | $76,119-17.0% | $74,459-15.1% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.2pp | 67.2%+31.1pp |
| Annual return | 13.30% | 31.90%-18.6pp | 361.25%-347.9pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,441 | $1,781+37.0% | $2,693-9.3% | $2,626-7.0% |
| Participant deferral / active EE | $4,449 | $3,072+44.8% | $4,259+4.5% | $4,350+2.3% |
| Admin fee / account holder | $92 | $2,238-95.9% | $6,421-98.6% | $1,945-95.3% |