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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,978 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,702 | $79,700+107.9% | $153,432+8.0% | $74,546+122.3% |
| Participation rate | 89.2% | 69.8%+19.3pp | 77.1%+12.1pp | 67.2%+22.0pp |
| Annual return | 12.82% | 15.07%-2.2pp | 15.66%-2.8pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $4,578 | $4,016+14.0% | $5,038-9.1% | $2,624+74.4% |
| Participant deferral / active EE | $7,388 | $5,315+39.0% | $6,757+9.3% | $4,347+69.9% |
| Admin fee / account holder | $33 | $1,790-98.2% | $12,725-99.7% | $1,944-98.3% |