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 | $93,863 |
WILLIAMS KEEPERS LLC1+ years Filed as: WILLIAMS ADVISORY SERVICES, INC Service code 50 375 NORTHRIDGE RD SUITE 510 · ATLANTA, GA 30350 | Direct Payment | $33,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,862 | $46,360+111.1% | $147,617-33.7% | $52,331+87.0% |
| Participation rate | 74.5% | 64.9%+9.5pp | 84.6%-10.1pp | 68.1%+6.4pp |
| Annual return | -1.49% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $4,625 | $2,126+117.5% | $5,564-16.9% | $1,882+145.8% |
| Participant deferral / active EE | $2,587 | $2,258+14.6% | $4,895-47.2% | $3,022-14.4% |
| Admin fee / account holder | $581 | $766-24.1% | $11,612-95.0% | $592-1.8% |