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 |
|---|---|---|
WINSTON & STRAWN LLP7 years Service code 50 · EIN 36-1975990 | Direct Payment | $70,019 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50,779 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,846 | $55,527+38.4% | $81,783-6.0% | $199,768-61.5% |
| Participation rate | 94.1% | 62.7%+31.4pp | 72.4%+21.8pp | 72.0%+22.1pp |
| Annual return | 14.03% | 19.58%-5.5pp | 775.05%-761.0pp | 34.26%-20.2pp |
| Employer contribution / active EE | $4,395 | $2,111+108.2% | $2,913+50.9% | $3,037+44.7% |
| Participant deferral / active EE | $5,888 | $3,296+78.7% | $4,320+36.3% | $5,090+15.7% |
| Admin fee / account holder | $113 | $347-67.5% | $7,380-98.5% | $269-58.0% |