Filed August 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK3+ years Service code 15 1705 TOWANDA AVE. · BLOOMINGTON, IL 61702 | Recordkeeping | $20,086 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Filed as: COLUMBIA WANGER ASSET MGMT, LLC Service code 52 227 W MONROE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE MANAGEMENT HOLDINGS, LLC Service code 52 | Indirect Investment Fees | $0 |
DODGE & COX3+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED3+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 52 PO BOX 219579 · KANSAS CITY, MO 64121 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
NUVEEN1 year Filed as: NUVEEN INVESTMENT FUNDS Service code 52 333 WEST WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,383 | $70,083-80.9% | $59,899-77.7% | $55,725-76.0% |
| Participation rate | 36.5% | 78.4%-41.9pp | 74.7%-38.2pp | 70.9%-34.4pp |
| Annual return | 5.75% | 3.13%+2.6pp | 3.46%+2.3pp | 244.93%-239.2pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $661 | $3,079-78.5% | $3,402-80.6% | $3,356-80.3% |
| Admin fee / account holder | $120 | $70+70.0% | $3,592-96.7% | $115+3.8% |