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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK1 year Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $8,328 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,537 | $58,493-85.4% | $84,021-89.8% | $72,975-88.3% |
| Participation rate | 67.9% | 61.2%+6.7pp | 69.0%-1.1pp | 69.5%-1.5pp |
| Annual return | 30.52% | 28.93%+1.6pp | 71.32%-40.8pp | 81.01%-50.5pp |
| Employer contribution / active EE | $1,145 | $1,163-1.5% | $1,984-42.3% | $2,440-53.1% |
| Participant deferral / active EE | $1,260 | $2,394-47.4% | $3,239-61.1% | $3,608-65.1% |
| Admin fee / account holder | $90 | $4,569-98.0% | $6,102-98.5% | $5,124-98.3% |