Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,290 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $1,322 |
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 | $83,266 | $73,848+12.8% | $143,799-42.1% | $68,486+21.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 0.91%-13.1pp | -0.04%-12.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $7,188 | $3,184+125.7% | $4,952+45.1% | $2,597+176.8% |
| Participant deferral / active EE | $5,641 | $3,385+66.7% | $5,6380% | $4,028+40.1% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,677-99.5% | $5,404-98.6% |