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 BANK1+ years Service code 15 1705 N TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $15,114 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
CONESTOGA CAPITAL ADVISORS, LLC1+ years Service code 52 550 E SWEDESFORD RD · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES L.P. Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 52 270 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1+ 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.1+ years Service code 52 100 VANGUARD BLVD · MALVERN, PA 19355 | 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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,517 | $57,435-83.4% | $105,218-91.0% | $55,191-82.8% |
| Participation rate | 44.6% | 71.3%-26.8pp | 77.2%-32.7pp | 69.2%-24.6pp |
| Annual return | -1.98% | 2.97%-4.9pp | 5.33%-7.3pp | 10.78%-12.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,404 | $3,495-59.8% | $4,867-71.2% | $3,046-53.9% |
| Admin fee / account holder | $72 | $70+2.8% | $6,992-99.0% | $91-20.3% |