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 | $1,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,396 | $75,183-15.7% | $123,894-48.8% | $55,167+14.9% |
| Participation rate | 92.2% | 72.8%+19.4pp | 81.4%+10.8pp | 69.0%+23.3pp |
| Annual return | 7.07% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $7,444 | $2,823+163.7% | $4,617+61.2% | $1,963+279.3% |
| Participant deferral / active EE | $9,772 | $5,084+92.2% | $5,984+63.3% | $3,054+220.0% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |