Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $107,155 |
NAPLES ASSET MANAGEMENT CO LLC5+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $42,978 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3955887 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-2528977 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,955 | $44,794-44.3% | $90,304-72.4% | $77,775-67.9% |
| Participation rate | 50.0% | 66.6%-16.5pp | 73.3%-23.2pp | 73.2%-23.2pp |
| Annual return | 14.87% | 28.23%-13.4pp | 78.13%-63.3pp | 32.58%-17.7pp |
| Employer contribution / active EE | $599 | $1,809-66.9% | $2,855-79.0% | $2,504-76.1% |
| Participant deferral / active EE | $860 | $2,642-67.4% | $3,885-77.9% | $3,966-78.3% |
| Admin fee / account holder | $125 | $94+32.5% | $5,354-97.7% | $100+25.1% |