Filed September 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK10+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $49,060 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,657 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,537 | $122,239-23.5% | $184,203-49.2% | $74,495+25.6% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 17.05% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,683 | $4,537-18.8% | $6,427-42.7% | $2,623+40.4% |
| Participant deferral / active EE | $7,566 | $7,139+6.0% | $9,131-17.1% | $4,346+74.1% |
| Admin fee / account holder | $316 | $1,260-74.9% | $13,901-97.7% | $1,942-83.7% |