Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK5+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $74,592 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $10,015 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,107 | $88,515+1.8% | $162,177-44.4% | $67,579+33.3% |
| Participation rate | 96.1% | 86.8%+9.3pp | 87.6%+8.6pp | 71.3%+24.8pp |
| Annual return | 20.52% | 27.04%-6.5pp | 115.60%-95.1pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,817 | $3,563-20.9% | $5,613-49.8% | $2,148+31.2% |
| Participant deferral / active EE | $4,957 | $5,724-13.4% | $7,297-32.1% | $3,539+40.0% |
| Admin fee / account holder | $221 | $124+79.1% | $10,843-98.0% | $142+55.7% |