Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES Service code 13 · EIN 95-3706234 | Contract Administrator | $610,608 |
SECURITY NATIONAL BANK2+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $470,253 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 52-1573723 | Investment Management | $193,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $63,350 | $43,423+45.9% | $78,677-19.5% | $55,167+14.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 1.60% | 11.53%-9.9pp | 62.19%-60.6pp | 169.23%-167.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $31,885 | $2,509+1171.0% | $3,517+806.7% | $3,054+944.0% |
| Admin fee / account holder | $949 | $416+128.0% | $4,510-79.0% | $504+88.3% |