Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK1+ years Service code 15 1705 N TOWANDA AVENUE · BLOOMINGTON, IL 61702 | Recordkeeping | $812,809 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 52 200 WEST STREET · NEW YORK, NY 10282 | Indirect Investment Fees | $0 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES L.P. Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 52 30 ROCKEFELLER PLAZA · NEW YORK, NY 101126300 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVENUE · NEW YORK, NY 101580180 | Indirect Investment Fees | $0 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 52 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 52 100 VANGUARD BLVD · MALVERN, PA 19355 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $85,798 | $58,758+46.0% | $69,779+23.0% | $63,975+34.1% |
| Participation rate | 92.6% | 77.5%+15.1pp | 71.8%+20.7pp | 71.1%+21.4pp |
| Annual return | 8.84% | 18.05%-9.2pp | 12.99%-4.2pp | 48.65%-39.8pp |
| Employer contribution / active EE | $7,566 | $1,973+283.6% | $2,338+223.6% | $2,182+246.8% |
| Participant deferral / active EE | $2,251 | $2,912-22.7% | $2,931-23.2% | $3,356-32.9% |
| Admin fee / account holder | $175 | $71+146.9% | $4,381-96.0% | $70+148.9% |