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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK1+ years Service code 15 1705 N. TOWANDA AVE. · BLOOMINGTON, IL 61701 | Recordkeeping | $19,991 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVE. · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD. · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
PIMCO FUNDS1+ years Service code 52 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT ST. · 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 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,045 | $56,199-83.9% | $67,652-86.6% | $59,632-84.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.66% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $1,361 | $1,614-15.7% | $2,266-39.9% | $2,203-38.2% |
| Participant deferral / active EE | $1,108 | $2,844-61.0% | $3,560-68.9% | $3,192-65.3% |
| Admin fee / account holder | $123 | $3,958-96.9% | $4,821-97.5% | $4,297-97.1% |