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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK7+ years Service code 21 · EIN 37-0923942 | Bank Trustee | $80,477 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 6.96% | 7.69%-0.7pp | 9.51%-2.5pp | 24.44%-17.5pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |