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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK2+ years Service code 15 1705 N. TOWANDA AVE. · BLOOMINGTON, IL 61702 | Recordkeeping | $5,518 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 333 S. HOPE ST., SUITE 5500 · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE MANAGEMENT HOLDINGS, INC. Service code 52 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 555 CALIFORNIA ST., 40TH FLOOR · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVE. · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD., SUITE 110 · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INV. MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 52 270 PARK AVE. · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE. · NEW YORK, NY 101580180 | Indirect Investment Fees | $0 |
ROYCE2+ years Filed as: ROYCE & ASSOCIATES, LLC Service code 52 745 FIFTH AVE. · NEW YORK, NY 10151 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,630 | $46,732-62.3% | $156,549-88.7% | $55,167-68.0% |
| Participation rate | 27.5% | 65.8%-38.3pp | 84.0%-56.5pp | 69.0%-41.5pp |
| Annual return | 37.72% | 17.72%+20.0pp | 32.23%+5.5pp | 169.23%-131.5pp |
| Employer contribution / active EE | $161 | $2,105-92.4% | $5,501-97.1% | $1,963-91.8% |
| Participant deferral / active EE | $324 | $2,204-85.3% | $4,871-93.3% | $3,054-89.4% |
| Admin fee / account holder | $123 | $418-70.7% | $13,027-99.1% | $504-75.7% |