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| Provider | Service type | Compensation |
|---|---|---|
BOTT-ANDERSON PARTNERS, INC.1+ years Service code 70 1548 THE GREENS WAY, SUITE 1 · JACKSONVILLE, FL 32250 | Consulting Fees | $5,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,315 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,363 | $72,770-54.2% | $67,652-50.7% | $55,191-39.6% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 69.2%+16.6pp |
| Annual return | 0.57% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,800 | $3,408-47.2% | $3,560-49.4% | $3,046-40.9% |
| Admin fee / account holder | $16 | $79-79.3% | $4,821-99.7% | $91-82.0% |