Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $16,294 |
SECURITY NATIONAL BANK10+ years Service code 21 · EIN 47-0485339 1120 S 101 ST · OMAHA, NE 68124 | Bank Trustee | $8,091 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $6,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,046 | $58,969+6.9% | $129,406-51.3% | $77,762-18.9% |
| Participation rate | 91.8% | 59.5%+32.3pp | 69.6%+22.1pp | 70.6%+21.2pp |
| Annual return | 12.25% | 24.78%-12.5pp | 9468.18%-9455.9pp | 31.27%-19.0pp |
| Employer contribution / active EE | $2,242 | $1,959+14.5% | $4,155-46.1% | $2,728-17.8% |
| Participant deferral / active EE | $3,494 | $3,224+8.4% | $4,167-16.1% | $4,651-24.9% |
| Admin fee / account holder | $76 | $593-87.2% | $7,689-99.0% | $433-82.4% |