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 |
|---|---|---|
Service code 10 2309 RIVERSIDE DRIVE · DANVILLE, VA 24543 | Accounting | $16,475 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $1,150 |
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 | $73,737 | $81,262-9.3% | $155,602-52.6% | $80,911-8.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.22% | 33.34%-13.1pp | 64.81%-44.6pp | 35.63%-15.4pp |
| Employer contribution / active EE | $6,474 | $3,102+108.7% | $4,675+38.5% | $2,756+134.9% |
| Participant deferral / active EE | $5,221 | $3,451+51.3% | $5,629-7.2% | $4,297+21.5% |
| Admin fee / account holder | $142 | $7,992-98.2% | $15,923-99.1% | $6,935-98.0% |