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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,000 |
BOTT-ANDERSON PARTNERS, INC.2+ years Service code 70 1548 THE GREENS WAY, SUITE 1 · JACKSONVILLE, FL 32250 | Consulting Fees | $3,826 |
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 | $37,876 | $63,905-40.7% | $74,183-48.9% | $57,658-34.3% |
| Participation rate | 82.8% | 79.8%+3.0pp | 76.6%+6.1pp | 70.2%+12.5pp |
| Annual return | 6.11% | 60.60%-54.5pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $251 | $1,840-86.4% | $2,370-89.4% | $1,974-87.3% |
| Participant deferral / active EE | $1,802 | $3,448-47.8% | $3,550-49.2% | $3,061-41.1% |
| Admin fee / account holder | $18 | $91-80.3% | $5,586-99.7% | $95-81.0% |