Filed August 21, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL Service code 28 · EIN 13-3180817 | Investment Management | $6,743 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,273 | $51,207+33.3% | $70,565-3.2% | $75,177-9.2% |
| Participation rate | 98.3% | 61.0%+37.4pp | 68.4%+30.0pp | 67.2%+31.1pp |
| Annual return | 7.75% | 30.05%-22.3pp | 32.79%-25.0pp | 160.75%-153.0pp |
| Employer contribution / active EE | $12,200 | $1,826+567.9% | $2,976+310.0% | $2,671+356.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $63 | $4,097-98.5% | $6,430-99.0% | $5,651-98.9% |