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 | $1,930 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,818 | $66,180+94.6% | $118,746+8.5% | $62,293+106.8% |
| Participation rate | 93.8% | 71.3%+22.5pp | 78.3%+15.6pp | 69.5%+24.3pp |
| Annual return | 12.06% | 60.89%-48.8pp | 24.54%-12.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $703 | $3,183-77.9% | $4,193-83.2% | $2,042-65.6% |
| Participant deferral / active EE | $5,611 | $4,247+32.1% | $5,332+5.2% | $3,169+77.1% |
| Admin fee / account holder | $5 | $753-99.3% | $10,720-100.0% | $479-98.9% |