Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK6+ years Service code 15 · EIN 42-0943139 | Recordkeeping | $15,121 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $825 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,501 | $73,638+105.7% | $95,952+57.9% | $73,488+106.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.63% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $3,654 | $1,863+96.1% | $2,541+43.8% | $2,270+60.9% |
| Participant deferral / active EE | $4,473 | $3,617+23.7% | $4,167+7.4% | $3,740+19.6% |
| Admin fee / account holder | $53 | $482-89.1% | $6,795-99.2% | $513-89.7% |