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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK2+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $17,668 |
AMERICAN FUNDS2+ 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, LLC2+ years Service code 52 550 E SWEDESFORD RD · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES L.P. Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ 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 INC2+ 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.2+ 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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,595 | $65,820-82.4% | $108,745-89.3% | $57,658-79.9% |
| Participation rate | 52.7% | 72.7%-20.0pp | 77.7%-25.0pp | 70.2%-17.6pp |
| Annual return | 8.00% | 21.32%-13.3pp | 46.22%-38.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $31 | $2,285-98.6% | $3,323-99.1% | $1,974-98.4% |
| Participant deferral / active EE | $1,743 | $3,578-51.3% | $5,121-66.0% | $3,061-43.0% |
| Admin fee / account holder | $80 | $91-12.3% | $6,144-98.7% | $95-15.4% |