Filed June 28, 2018 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK5+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $127,796 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $862 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $109,300 | $88,122+24.0% | $141,162-22.6% | $67,579+61.7% |
| Participation rate | 98.8% | 76.5%+22.3pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 24.33% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,001 | $3,224-38.0% | $4,735-57.7% | $2,148-6.8% |
| Participant deferral / active EE | $8,093 | $5,958+35.8% | $6,709+20.6% | $3,539+128.7% |
| Admin fee / account holder | $231 | $131+76.2% | $10,261-97.8% | $142+62.0% |