Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK6+ years Service code 15 1705 N TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $23,200 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS6+ years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
DODGE & COX6+ years Service code 52 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J. P. MORGAN INVESTMENT MGMT INC. Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC6+ years 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.6+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,739 | $111,608-78.7% | $177,827-86.7% | $73,412-67.7% |
| Participation rate | 33.8% | 87.9%-54.0pp | 87.7%-53.9pp | 72.2%-38.3pp |
| Annual return | 21.33% | 18.23%+3.1pp | 48.32%-27.0pp | 59.30%-38.0pp |
| Employer contribution / active EE | $538 | $3,796-85.8% | $5,918-90.9% | $2,234-75.9% |
| Participant deferral / active EE | $1,842 | $6,199-70.3% | $7,713-76.1% | $3,806-51.6% |
| Admin fee / account holder | $86 | $166-47.9% | $12,429-99.3% | $158-45.4% |