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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $131,925 |
NAPLES ASSET MANAGEMENT CO LLC7+ years Filed as: NAPLES ASSET MANAGEMENT COMPANY LLC Service code 27 · EIN 20-2190247 | Advisory (Plan) | $58,926 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FEDERATED4 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO5 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 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,484 | $52,626-38.3% | $98,477-67.0% | $93,010-65.1% |
| Participation rate | 46.2% | 65.3%-19.1pp | 73.3%-27.1pp | 73.9%-27.7pp |
| Annual return | 10.85% | 16.95%-6.1pp | 1493.59%-1482.7pp | 158.70%-147.9pp |
| Employer contribution / active EE | $673 | $1,894-64.5% | $2,961-77.3% | $2,705-75.1% |
| Participant deferral / active EE | $922 | $2,907-68.3% | $4,276-78.4% | $4,561-79.8% |
| Admin fee / account holder | $147 | $102+43.8% | $5,951-97.5% | $152-3.1% |