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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $39,187 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,571 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,754 | $58,895-22.3% | $178,503-74.4% | $73,497-37.7% |
| Participation rate | 95.7% | 66.2%+29.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 15.29% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,507 | $2,236+12.1% | $5,011-50.0% | $2,270+10.4% |
| Participant deferral / active EE | $3,855 | $2,567+50.2% | $5,202-25.9% | $3,740+3.1% |
| Admin fee / account holder | $285 | $400-28.8% | $13,987-98.0% | $513-44.4% |