Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1+ years Filed as: THE SECURITY NATIONAL BANK Service code 21 · EIN 42-0943319 601 PIERCE STREET · SIOUX CITY, IA 51101 | Bank Trustee | $41,524 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. 94-1737782 Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $35,193 | $33,745+4.3% | $64,105-45.1% | $55,191-36.2% |
| Participation rate | 75.4% | 59.4%+16.0pp | 68.2%+7.2pp | 69.2%+6.2pp |
| Annual return | -1.53% | 4.95%-6.5pp | 791.24%-792.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $579 | $641-9.6% | $1,820-68.2% | $1,899-69.5% |
| Participant deferral / active EE | $1,742 | $1,929-9.7% | $2,822-38.3% | $3,046-42.8% |
| Admin fee / account holder | $125 | $94+32.1% | $4,499-97.2% | $91+37.3% |