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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES CORP Service code 12 · EIN 95-3706234 | Plan Administrator; Investment adviso... | $656,875 |
SECURITY NATIONAL BANK3+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $412,686 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 52-1573723 | Investment Management | $126,001 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $40,000 |
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 | $65,511 | $50,637+29.4% | $86,593-24.3% | $62,293+5.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 2.94% | 20.80%-17.9pp | 965.08%-962.1pp | 28.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,840-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $17,254 | $2,611+560.8% | $3,609+378.1% | $3,169+444.4% |
| Admin fee / account holder | $985 | $413+138.3% | $4,904-79.9% | $479+105.5% |