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 | $122,722 |
CLEARSTEAD ADVISORS, LLC3 years Service code 50 · EIN 34-1597728 | Direct Payment | $26,790 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,861 | $89,670+120.7% | $73,658+168.6% | $89,670+120.7% |
| Participation rate | 86.8% | 71.2%+15.6pp | 57.0%+29.7pp | 71.2%+15.6pp |
| Annual return | 14.19% | 19.66%-5.5pp | 29.72%-15.5pp | 19.66%-5.5pp |
| Employer contribution / active EE | $5,839 | $4,041+44.5% | $1,032+465.6% | $4,041+44.5% |
| Participant deferral / active EE | $11,308 | $3,962+185.4% | $2,062+448.4% | $3,962+185.4% |
| Admin fee / account holder | $139 | $352-60.4% | $3,357-95.9% | $352-60.4% |