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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $153,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,162 | $45,000+120.4% | $143,801-31.0% | $77,906+27.3% |
| Participation rate | 91.9% | 66.8%+25.1pp | 80.3%+11.6pp | 73.7%+18.2pp |
| Annual return | -14.32% | 29.03%-43.4pp | -0.04%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $6,255 | $1,870+234.6% | $4,952+26.3% | $2,846+119.8% |
| Participant deferral / active EE | $5,075 | $3,157+60.8% | $5,639-10.0% | $4,805+5.6% |
| Admin fee / account holder | $138 | $98+40.2% | $14,680-99.1% | $133+4.1% |