Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 PO BOX 2610 · SALT LAKE CITY, UT 84110 | Securities Custodian | $6,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,085 | $80,763+25.2% | $102,412-1.3% | $74,459+35.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 50.74% | 27.57%+23.2pp | 24.94%+25.8pp | 1369.70%-1319.0pp |
| Employer contribution / active EE | $3,391 | $3,160+7.3% | $3,870-12.4% | $2,626+29.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $29 | $2,371-98.8% | $8,388-99.7% | $1,945-98.5% |