Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 | Recordkeeping | $35,466 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,346 | $33,780-60.5% | $74,549-82.1% | $75,289-82.3% |
| Participation rate | 85.1% | 62.7%+22.5pp | 69.1%+16.0pp | 72.4%+12.7pp |
| Annual return | -0.82% | -1.24%+0.4pp | 32.54%-33.4pp | -0.04%-0.8pp |
| Employer contribution / active EE | $489 | $845-42.1% | $1,961-75.1% | $2,405-79.7% |
| Participant deferral / active EE | $1,433 | $1,890-24.2% | $3,108-53.9% | $3,739-61.7% |
| Admin fee / account holder | $13 | $86-85.4% | $5,059-99.8% | $102-87.7% |