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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK5+ years Service code 15 COUNTRY TRUST BANK · BLOOMINGTON, IL 61701 | Recordkeeping | $7,837 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 52 CAPITAL RESEARCH AND MGMT COMPANY · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Filed as: COHENAND STEERS CAPITAL MGMT INC Service code 52 COHENAND STEERS CAPITAL MGMT INC · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
DODGE & COX1 year Filed as: DODGE AND COX Service code 52 DODGE AND COX · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT AND RESEARCH CO Service code 52 FIDELITY MANAGEMENT AND RESEARCH CO · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 JP MORGAN INVESTMENT MANAGEMENT INC · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 NEUBERGER BERMAN MANAGEMENT LLC · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 T ROWE PRICE ASSOCIATES INC · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
DAVIS2 years Filed as: THE DAVIS FUNDS Service code 52 THE DAVIS FUNDS · KANSAS CITY, MO 64121 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 52 THE VANGUARD GROUP INC · VALLEY FORGE, PA 19482 | 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,466 | $100,801-89.6% | $149,745-93.0% | $73,412-85.7% |
| Participation rate | 14.4% | 77.7%-63.3pp | 82.5%-68.0pp | 72.2%-57.7pp |
| Annual return | 12.22% | 265.34%-253.1pp | 276.72%-264.5pp | 59.30%-47.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $456 | $6,404-92.9% | $6,843-93.3% | $3,806-88.0% |
| Admin fee / account holder | $102 | $181-43.7% | $9,312-98.9% | $158-35.5% |