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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK4+ years Service code 15 1705 TOWANDA AVE. · BLOOMINGTON, IL 61701 | Recordkeeping | $7,632 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Filed as: COHEN& STEERS CAPITAL MGMT INC Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
DODGE & COX4+ 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: J.P. MORGAN INVESTMENT MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | 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.
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 | $11,190 | $88,122-87.3% | $141,197-92.1% | $67,582-83.4% |
| Participation rate | 16.2% | 76.5%-60.3pp | 82.5%-66.3pp | 71.3%-55.1pp |
| Annual return | 37.27% | 75.40%-38.1pp | 71.41%-34.1pp | 378.57%-341.3pp |
| Employer contribution / active EE | $96 | $3,224-97.0% | $4,736-98.0% | $2,148-95.6% |
| Participant deferral / active EE | $542 | $5,958-90.9% | $6,710-91.9% | $3,539-84.7% |
| Admin fee / account holder | $129 | $131-1.2% | $10,265-98.7% | $142-9.1% |