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 | $72,274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,369 | $69,774+217.3% | $67,561+227.7% | $74,429+197.4% |
| Participation rate | 94.2% | 71.4%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 12.66% | -40.53%+53.2pp | 3525.44%-3512.8pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $10,292 | $2,710+279.7% | $2,735+276.3% | $2,625+292.1% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $890-99.7% | $4,006-99.9% | $1,944-99.9% |