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, PIERCE, FENNER & SM Service code 26 · EIN 13-5674085 | Advisory (Participants) | $43,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,985 | $95,415+403.0% | $185,851+158.3% | $85,851+459.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.11%-108.0pp | 318.63%-304.5pp |
| Employer contribution / active EE | $25,157 | $3,314+659.1% | $5,168+386.7% | $2,565+880.6% |
| Participant deferral / active EE | $13,743 | $3,424+301.4% | $5,569+146.8% | $3,952+247.7% |
| Admin fee / account holder | $26,403 | $7,215+266.0% | $16,245+62.5% | $6,261+321.7% |