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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK9+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $31,084 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,274 | $50,919-52.3% | $155,556-84.4% | $77,762-68.8% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.7pp | 70.6%-19.0pp |
| Annual return | 10.59% | 34.84%-24.2pp | 64.84%-54.2pp | 31.27%-20.7pp |
| Employer contribution / active EE | $436 | $1,991-78.1% | $4,675-90.7% | $2,728-84.0% |
| Participant deferral / active EE | $1,263 | $2,824-55.3% | $5,631-77.6% | $4,651-72.8% |
| Admin fee / account holder | $128 | $437-70.7% | $15,885-99.2% | $433-70.5% |