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 |
|---|---|---|
DREYER, ROBBINS & ASSOCIATES1+ years Service code 10 · EIN 95-3683517 | Accounting | $14,200 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,325 |
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 | $195,470 | $88,324+121.3% | $115,038+69.9% | $55,191+254.2% |
| Participation rate | 84.3% | 72.5%+11.7pp | 81.4%+2.9pp | 69.2%+15.1pp |
| Annual return | -0.38% | 6.30%-6.7pp | 26.14%-26.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $14,479 | $2,805+416.2% | $4,608+214.2% | $1,899+662.5% |
| Participant deferral / active EE | $7,670 | $5,042+52.1% | $6,026+27.3% | $3,046+151.8% |
| Admin fee / account holder | $38 | $105-64.1% | $8,175-99.5% | $91-58.3% |