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 | $1,474 |
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 | $63,626 | $70,002-9.1% | $115,037-44.7% | $52,331+21.6% |
| Participation rate | 91.3% | 72.1%+19.2pp | 81.4%+10.0pp | 68.1%+23.2pp |
| Annual return | -1.52% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $5,981 | $2,715+120.3% | $4,608+29.8% | $1,882+217.8% |
| Participant deferral / active EE | $9,082 | $4,920+84.6% | $6,026+50.7% | $3,022+200.5% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.6% |