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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES CORP Service code 12 · EIN 95-3706234 | Contract Administrator; Claims proces... | $587,802 |
SECURITY NATIONAL BANK5+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $359,369 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 52-1573723 | Investment Management | $111,645 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $41,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,865 | $51,620+31.5% | $90,336-24.9% | $65,188+4.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 4.31% | 24.94%-20.6pp | 78.15%-73.8pp | 29.38%-25.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,967 | $2,871+316.9% | $3,886+207.9% | $3,514+240.5% |
| Admin fee / account holder | $1,007 | $384+162.0% | $5,357-81.2% | $847+18.8% |