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 | $194,710 |
CROWE LLP3 years Service code 70 · EIN 35-0921680 | Consulting Fees | $8,386 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,732 | $82,783-66.5% | $133,959-79.3% | $90,274-69.3% |
| Participation rate | 89.1% | 81.3%+7.8pp | 79.8%+9.2pp | 73.4%+15.7pp |
| Annual return | 34.56% | 21.89%+12.7pp | 45.09%-10.5pp | 53.97%-19.4pp |
| Employer contribution / active EE | $445 | $2,388-81.4% | $3,919-88.7% | $2,523-82.4% |
| Participant deferral / active EE | $2,764 | $4,291-35.6% | $5,047-45.2% | $4,231-34.7% |
| Admin fee / account holder | $149 | $93+60.1% | $8,928-98.3% | $114+30.3% |