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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK4+ years Service code 15 1705 N TOWANDA AVENUE · BLOOMINGTON, IL 61702 | Recordkeeping | $1,361,583 |
DIAMOND HILL4+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX4+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED4+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
HARRIS4+ years Filed as: HARRIS ASSOCIATES L.P. Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 52 30 ROCKEFELLER PLAZA · NEW YORK, NY 101126300 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVENUE · NEW YORK, NY 101580180 | Indirect Investment Fees | $0 |
NORTHERN TRUST COMPANY4+ 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.4+ years Service code 52 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,560 | $65,708+92.6% | $76,667+65.1% | $77,775+62.7% |
| Participation rate | 92.2% | 79.0%+13.3pp | 72.1%+20.1pp | 73.2%+19.0pp |
| Annual return | 6.24% | 49.86%-43.6pp | 1166.74%-1160.5pp | 32.58%-26.3pp |
| Employer contribution / active EE | $5,973 | $2,167+175.6% | $2,303+159.4% | $2,504+138.6% |
| Participant deferral / active EE | $2,440 | $3,254-25.0% | $3,336-26.8% | $3,966-38.5% |
| Admin fee / account holder | $357 | $91+292.8% | $6,423-94.4% | $100+256.5% |