Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,529 | $86,938+97.3% | $102,423+67.5% | $80,925+112.0% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.7%-1.5pp |
| Annual return | 15.26% | 18.89%-3.6pp | 29.42%-14.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $4,908 | $2,369+107.2% | $3,023+62.4% | $2,756+78.1% |
| Participant deferral / active EE | $7,294 | $4,120+77.0% | $5,054+44.3% | $4,299+69.7% |
| Admin fee / account holder | $1 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |