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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $89,802 |
NAPLES ASSET MANAGEMENT CO LLC3+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $39,921 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 06-1217855 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,939 | $46,100-50.2% | $86,582-73.5% | $69,631-67.1% |
| Participation rate | 85.7% | 67.2%+18.6pp | 73.5%+12.2pp | 70.7%+15.0pp |
| Annual return | 12.41% | 21.02%-8.6pp | 965.08%-952.7pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $945 | $1,850-48.9% | $2,839-66.7% | $2,032-53.5% |
| Participant deferral / active EE | $1,297 | $2,432-46.6% | $3,609-64.0% | $3,224-59.8% |
| Admin fee / account holder | $109 | $94+16.3% | $4,904-97.8% | $110-1.2% |