Filed November 7, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $30,563 |
Filed as: EDWARD D JONES & CO LP Service code 54 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Sales Loads | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,444 | $37,117-77.2% | $147,617-94.3% | $55,191-84.7% |
| Participation rate | 50.6% | 63.6%-13.0pp | 84.6%-34.0pp | 69.2%-18.6pp |
| Annual return | -0.20% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $323 | $1,620-80.0% | $5,564-94.2% | $1,899-83.0% |
| Participant deferral / active EE | $923 | $1,985-53.5% | $4,895-81.1% | $3,046-69.7% |
| Admin fee / account holder | $81 | $86-5.0% | $11,612-99.3% | $91-10.5% |