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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK5+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $28,053 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
Filed as: CONESTOGA CAPITAL ADVISORS LLC Service code 52 550 E SWEDESFORD ROAD · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX5+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTORS INC Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Indirect Investment Fees | $0 |
HARRIS1 year Filed as: HARRIS ASSOCIATES LP 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 INC1 year 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 year Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $11,898 | $75,419-84.2% | $392,568-97.0% | $67,579-82.4% |
| Participation rate | 67.8% | 74.8%-7.0pp | 78.1%-10.3pp | 71.3%-3.5pp |
| Annual return | 19.85% | 36.70%-16.9pp | 24.42%-4.6pp | 378.56%-358.7pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,030 | $4,347-53.3% | $5,985-66.1% | $3,539-42.7% |
| Admin fee / account holder | $71 | $114-37.9% | $6,260-98.9% | $142-50.3% |