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 | $3,391 |
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 | $69,473 | $155,795-55.4% | $136,298-49.0% | $69,631-0.2% |
| Participation rate | 84.7% | 75.2%+9.4pp | 81.9%+2.8pp | 70.7%+14.0pp |
| Annual return | 19.47% | 232464.33%-232444.9pp | 5156.27%-5136.8pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,784 | $2,991-6.9% | $4,696-40.7% | $2,032+37.0% |
| Participant deferral / active EE | $8,416 | $5,394+56.0% | $6,247+34.7% | $3,224+161.1% |
| Admin fee / account holder | $97 | $128-24.6% | $9,244-99.0% | $110-12.4% |