Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,809 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,947 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,724 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,087 | $101,591-7.4% | $147,096-36.0% | $74,429+26.4% |
| Participation rate | 58.9% | 75.5%-16.6pp | 82.2%-23.3pp | 67.2%-8.3pp |
| Annual return | 16.12% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $2,325 | $3,813-39.0% | $4,936-52.9% | $2,625-11.4% |
| Participant deferral / active EE | $5,974 | $7,302-18.2% | $8,071-26.0% | $4,348+37.4% |
| Admin fee / account holder | $245 | $1,750-86.0% | $13,005-98.1% | $1,944-87.4% |