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| Provider | Service type | Compensation |
|---|---|---|
CONTINENTAL BENEFITS GROUP, INC.2+ years Service code 13 · EIN 01-0724493 | Contract Administrator | $20,197 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK, INC. Service code 49 | Other Services | $17,654 |
SECURITY NATIONAL BANK2+ years Filed as: SECURITY SERVICES NETWORK Service code 55 | Other Commissions | $16,126 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,650 |
CONTINENTAL BENEFITS GROUP, INC.2+ years Filed as: CONTINENTAL BENEFITS GROUP INC Service code 13 | Contract Administrator | $10,111 |
Service code 99 · EIN 62-1152936 | Other Fees | $227 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $50 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK INC Service code 55 · EIN 62-1152936 | Other Commissions | $0 |
SECURITUES NETWORK, INC.1 year Service code 49 · EIN 62-1152936 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $65,820-46.3% | $108,745-67.5% | $57,658-38.7% |
| Participation rate | 39.3% | 72.7%-33.4pp | 77.7%-38.3pp | 70.2%-30.9pp |
| Annual return | -11.96% | 21.32%-33.3pp | 46.22%-58.2pp | 5.13%-17.1pp |
| Employer contribution / active EE | $200 | $2,285-91.2% | $3,323-94.0% | $1,974-89.8% |
| Participant deferral / active EE | $1,285 | $3,578-64.1% | $5,121-74.9% | $3,061-58.0% |
| Admin fee / account holder | $82 | $91-10.3% | $6,144-98.7% | $95-13.6% |