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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK4+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $26,158 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
CONESTOGA CAPITAL ADVISORS, LLC4+ years Service code 52 550 E SWEDESFORD RD · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
DIAMOND HILL4+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX4+ years Service code 52 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED4+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
HARRIS4+ years Filed as: HARRIS ASSOCIATES L.P. Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4+ 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.4+ 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.
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 | $11,504 | $64,286-82.1% | $106,387-89.2% | $55,725-79.4% |
| Participation rate | 61.1% | 75.2%-14.1pp | 77.5%-16.3pp | 70.9%-9.7pp |
| Annual return | -5.55% | 0.84%-6.4pp | 0.25%-5.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,979 | $4,158-52.4% | $5,421-63.5% | $3,356-41.0% |
| Admin fee / account holder | $80 | $102-21.6% | $7,510-98.9% | $115-30.3% |