Filed August 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK5+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61702 | Recordkeeping | $19,859 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DODGE & COX5+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1 year 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 SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 52 PO BOX 219579 · KANSAS CITY, MO 64121 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
NUVEEN3 years Filed as: NUVEEN INVESTMENT FUNDS Service code 52 333 WEST WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 194821170 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,636 | $84,948-82.8% | $70,494-79.2% | $73,412-80.1% |
| Participation rate | 34.9% | 79.9%-45.0pp | 75.1%-40.1pp | 72.2%-37.2pp |
| Annual return | 8.02% | 13.39%-5.4pp | 109.16%-101.1pp | 59.30%-51.3pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $834 | $3,387-75.4% | $3,711-77.5% | $3,806-78.1% |
| Admin fee / account holder | $111 | $98+13.1% | $3,848-97.1% | $158-29.7% |