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 AND SMI Service code 55 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other Commissions | $107,029 |
BRIGGS & VESELKA CO.1+ years Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $13,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,765 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $7,759 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,386 | $36,978-23.2% | $155,789-81.8% | $59,188-52.0% |
| Participation rate | 35.6% | 62.7%-27.2pp | 76.1%-40.5pp | 69.4%-33.8pp |
| Annual return | -0.76% | 5.44%-6.2pp | 71.54%-72.3pp | 5.51%-6.3pp |
| Employer contribution / active EE | $410 | $1,222-66.5% | $3,839-89.3% | $2,098-80.5% |
| Participant deferral / active EE | $1,275 | $2,795-54.4% | $4,798-73.4% | $3,265-60.9% |
| Admin fee / account holder | $31 | $65-52.7% | $7,477-99.6% | $92-66.7% |