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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK1 year Filed as: COUNTRY CAPITAL MGMT CO. Service code 15 1711 GENERAL ELECTRIC RD · BLOOMINGTON, IL 61702 | Recordkeeping | $78,229 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,869 | $103,024-35.1% | $112,040-40.3% | $79,634-16.0% |
| Participation rate | 84.8% | 80.6%+4.2pp | 76.5%+8.3pp | 62.5%+22.3pp |
| Annual return | 15.50% | 17.60%-2.1pp | 24.52%-9.0pp | 36.46%-21.0pp |
| Employer contribution / active EE | $2,133 | $3,015-29.2% | $2,954-27.8% | $2,529-15.7% |
| Participant deferral / active EE | $3,334 | $5,233-36.3% | $5,098-34.6% | $3,835-13.1% |
| Admin fee / account holder | $190 | $465-59.2% | $12,098-98.4% | $1,002-81.0% |