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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,308 |
Filed as: NAPLES ASSET MANAGEMENT COMPANY, LL Service code 27 · EIN 20-2190247 | Advisory (Plan) | $29,947 |
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 | $22,304 | $39,859-44.0% | $78,676-71.7% | $57,658-61.3% |
| Participation rate | 83.0% | 66.1%+16.9pp | 73.6%+9.4pp | 70.2%+12.7pp |
| Annual return | 6.22% | 18.96%-12.7pp | 62.19%-56.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $952 | $1,786-46.7% | $2,850-66.6% | $1,974-51.8% |
| Participant deferral / active EE | $1,262 | $2,248-43.9% | $3,517-64.1% | $3,061-58.8% |
| Admin fee / account holder | $101 | $76+33.0% | $4,510-97.8% | $95+7.2% |