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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES CORP Service code 12 · EIN 95-3706234 | Investment advisory (plan); Direct pa... | $547,930 |
SECURITY NATIONAL BANK7+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $313,058 |
Filed as: INSIGHT INVESTMENTS MANAGEMENT Service code 28 · EIN 52-1573723 | Investment Management | $97,265 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $27,090 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,946 | $65,447+11.5% | $98,508-25.9% | $85,852-15.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 3.70% | 21.75%-18.1pp | 1495.22%-1491.5pp | 318.66%-315.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $27,259 | $3,168+760.4% | $4,276+537.4% | $3,952+589.7% |
| Admin fee / account holder | $1,027 | $4,596-77.7% | $5,956-82.8% | $6,261-83.6% |