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 S Service code 15 · EIN 13-5674085 | Recordkeeping | $97,868 |
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 | $132,539 | $73,404+80.6% | $87,102+52.2% | $67,579+96.1% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.9%+17.5pp | 71.3%+23.1pp |
| Annual return | 21.84% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,676 | $2,014-16.8% | $2,521-33.5% | $2,148-22.0% |
| Participant deferral / active EE | $5,229 | $3,913+33.6% | $4,048+29.2% | $3,539+47.7% |
| Admin fee / account holder | $149 | $142+5.2% | $7,491-98.0% | $142+4.7% |