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 | $5,570 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,477 | $100,801-20.2% | $149,745-46.3% | $73,412+9.6% |
| Participation rate | 92.3% | 77.7%+14.6pp | 82.5%+9.8pp | 72.2%+20.2pp |
| Annual return | 13.82% | 265.34%-251.5pp | 276.72%-262.9pp | 59.30%-45.5pp |
| Employer contribution / active EE | $3,072 | $3,312-7.2% | $4,646-33.9% | $2,234+37.5% |
| Participant deferral / active EE | $8,827 | $6,404+37.8% | $6,843+29.0% | $3,806+131.9% |
| Admin fee / account holder | $11 | $181-93.8% | $9,312-99.9% | $158-92.8% |