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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $56,062 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$71,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,898 | $62,543+13.4% | $83,322-14.9% | $55,725+27.2% |
| Participation rate | 83.2% | 78.4%+4.8pp | 77.8%+5.4pp | 70.9%+12.3pp |
| Annual return | 9.04% | 14.85%-5.8pp | 10.64%-1.6pp | 244.93%-235.9pp |
| Employer contribution / active EE | $1,585 | $2,427-34.7% | $3,379-53.1% | $2,078-23.7% |
| Participant deferral / active EE | $9,640 | $5,682+69.7% | $5,565+73.2% | $3,356+187.3% |
| Admin fee / account holder | -$29 | $103-127.9% | $7,540-100.4% | $115-125.0% |