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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK2 years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $9,807 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years 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.2 years Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · 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.
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 | $16,269 | $55,636-70.8% | $81,991-80.2% | $73,493-77.9% |
| Participation rate | 18.8% | 62.3%-43.5pp | 69.3%-50.4pp | 70.7%-51.8pp |
| Annual return | 20.57% | 19.07%+1.5pp | 41.31%-20.7pp | 28.51%-7.9pp |
| Employer contribution / active EE | $31 | $1,625-98.1% | $2,498-98.8% | $2,270-98.6% |
| Participant deferral / active EE | $839 | $2,762-69.6% | $3,722-77.5% | $3,740-77.6% |
| Admin fee / account holder | $234 | $493-52.6% | $5,665-95.9% | $513-54.5% |