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| Provider | Service type | Compensation |
|---|---|---|
NAPLES ASSET MANAGEMENT CO LLC1+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $26,140 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,527 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,324 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 50 · EIN 59-1221966 | Direct Payment | $377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,837 | $34,220-53.7% | $73,836-78.6% | $59,188-73.2% |
| Participation rate | 44.1% | 59.1%-15.1pp | 73.4%-29.4pp | 69.4%-25.4pp |
| Annual return | -0.26% | 3.36%-3.6pp | 2268.06%-2268.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $339 | $1,480-77.1% | $2,787-87.8% | $2,098-83.8% |
| Participant deferral / active EE | $435 | $2,035-78.6% | $3,583-87.9% | $3,265-86.7% |
| Admin fee / account holder | $22 | $64-65.8% | $4,882-99.6% | $92-76.2% |