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 | $5,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $23,434 | $63,905-63.3% | $74,184-68.4% | $57,658-59.4% |
| Participation rate | 62.8% | 79.8%-17.0pp | 76.6%-13.8pp | 70.2%-7.4pp |
| Annual return | 4.51% | 60.60%-56.1pp | 17.74%-13.2pp | 5.13%-0.6pp |
| Employer contribution / active EE | $773 | $1,840-58.0% | $2,370-67.4% | $1,974-60.8% |
| Participant deferral / active EE | $1,866 | $3,448-45.9% | $3,550-47.4% | $3,061-39.0% |
| Admin fee / account holder | $15 | $91-83.1% | $5,586-99.7% | $95-83.7% |