Filed June 28, 2018 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK8+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $176,575 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $1,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,642 | $82,202+33.4% | $125,339-12.5% | $64,808+69.2% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -15.57% | 3.48%-19.1pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,412 | $3,615-33.3% | $4,814-49.9% | $2,506-3.7% |
| Participant deferral / active EE | $9,067 | $7,175+26.4% | $7,446+21.8% | $4,310+110.3% |
| Admin fee / account holder | $253 | $163+55.1% | $10,010-97.5% | $188+34.8% |