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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $100,910 |
NAPLES ASSET MANAGEMENT CO LLC4+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $42,137 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-2528977 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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 | $21,212 | $37,884-44.0% | $79,467-73.3% | $75,289-71.8% |
| Participation rate | 75.6% | 65.0%+10.6pp | 73.3%+2.3pp | 72.4%+3.2pp |
| Annual return | -3.74% | 1.06%-4.8pp | 718.30%-722.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $859 | $1,680-48.9% | $2,800-69.3% | $2,405-64.3% |
| Participant deferral / active EE | $1,216 | $2,569-52.7% | $3,704-67.2% | $3,739-67.5% |
| Admin fee / account holder | $116 | $77+51.0% | $5,104-97.7% | $102+13.0% |