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 |
|---|---|---|
Service code 10 FILE 1404 · PASADENA, CA 911991404 | Accounting | $16,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,075 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $357,713 | $100,801+254.9% | $149,751+138.9% | $73,415+387.2% |
| Participation rate | 84.9% | 77.7%+7.2pp | 82.5%+2.5pp | 72.2%+12.8pp |
| Annual return | 15.72% | 265.34%-249.6pp | 276.71%-261.0pp | 59.30%-43.6pp |
| Employer contribution / active EE | $15,672 | $3,312+373.3% | $4,646+237.3% | $2,234+601.6% |
| Participant deferral / active EE | $9,442 | $6,404+47.4% | $6,843+38.0% | $3,806+148.1% |
| Admin fee / account holder | $35 | $181-80.8% | $9,312-99.6% | $158-78.0% |