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 | $500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $299,290 | $136,307+119.6% | $177,840+68.3% | $73,493+307.2% |
| Participation rate | 86.6% | 86.1%+0.5pp | 87.7%-1.1pp | 70.7%+15.9pp |
| Annual return | 19.65% | 18.68%+1.0pp | 48.32%-28.7pp | 28.51%-8.9pp |
| Employer contribution / active EE | $8,848 | $3,712+138.4% | $5,919+49.5% | $2,270+289.8% |
| Participant deferral / active EE | $14,635 | $5,829+151.1% | $7,714+89.7% | $3,740+291.3% |
| Admin fee / account holder | $4 | $596-99.4% | $12,431-100.0% | $513-99.3% |