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 | $23,486 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,797 | $65,437-8.6% | $86,698-31.0% | $66,949-10.7% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | -14.39% | -10.91%-3.5pp | 35.96%-50.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $1,344 | $2,154-37.6% | $2,837-52.6% | $2,545-47.2% |
| Participant deferral / active EE | $4,689 | $4,102+14.3% | $4,656+0.7% | $4,239+10.6% |
| Admin fee / account holder | $102 | $642-84.0% | $7,492-98.6% | $594-82.7% |