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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK4+ years Service code 15 1705 N. TOWANDA AVE. · BLOOMINGTON, IL 61702 | Recordkeeping | $9,709 |
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 & 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 AVE. · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4+ years Service code 52 PO BOX 2900 · VALLEY FORGE, PA 194822900 | 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 | $17,976 | $47,977-62.5% | $154,107-88.3% | $56,287-68.1% |
| Participation rate | 24.5% | 66.2%-41.7pp | 83.0%-58.6pp | 69.9%-45.4pp |
| Annual return | -4.52% | 3.54%-8.1pp | 735.12%-739.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $176 | $2,169-91.9% | $5,298-96.7% | $2,111-91.6% |
| Participant deferral / active EE | $375 | $2,392-84.3% | $5,081-92.6% | $3,350-88.8% |
| Admin fee / account holder | $231 | $438-47.2% | $13,411-98.3% | $521-55.6% |