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 | $2,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,505 | $63,905+0.9% | $74,184-13.0% | $57,658+11.9% |
| Participation rate | 74.8% | 79.8%-5.0pp | 76.6%-1.8pp | 70.2%+4.6pp |
| Annual return | 7.17% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,858 | $1,840+0.9% | $2,370-21.6% | $1,974-5.9% |
| Participant deferral / active EE | $5,563 | $3,448+61.3% | $3,550+56.7% | $3,061+81.8% |
| Admin fee / account holder | $237 | $91+160.1% | $5,586-95.8% | $95+150.6% |