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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES CORP Service code 12 · EIN 95-3706234 | Claims processing; Other services; Co... | $626,392 |
SECURITY NATIONAL BANK4+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $384,618 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 52-1573723 | Investment Management | $118,734 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $40,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,390 | $49,177+37.0% | $79,472-15.2% | $64,173+5.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 0.30% | -1.16%+1.5pp | 718.32%-718.0pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,801-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $20,506 | $2,821+626.8% | $3,704+453.6% | $3,470+491.0% |
| Admin fee / account holder | $1,017 | $3,839-73.5% | $5,104-80.1% | $4,887-79.2% |