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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK6+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $24,616 |
AMERICAN FUNDS4 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 HILL6+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX6+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTORS INC Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 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 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.
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).
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 | $13,775 | $73,823-81.3% | $379,746-96.4% | $73,493-81.3% |
| Participation rate | 67.5% | 73.1%-5.7pp | 78.4%-10.9pp | 70.7%-3.2pp |
| Annual return | 11.53% | 29.06%-17.5pp | 34.90%-23.4pp | 28.51%-17.0pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,588 | $4,038-35.9% | $6,024-57.0% | $3,740-30.8% |
| Admin fee / account holder | $71 | $607-88.3% | $7,927-99.1% | $513-86.1% |