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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1 year Filed as: SECURITY BENEFIT Service code 26 · EIN 04-3157927 | Advisory (Participants) | $2,276 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $709 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,408 | $91,167-80.9% | $178,498-90.2% | $79,858-78.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.06% | 24.19%-11.1pp | 151.09%-138.0pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,652 | $3,255-49.2% | $5,011-67.0% | $2,471-33.1% |
| Participant deferral / active EE | $858 | $3,236-73.5% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $22 | $6,747-99.7% | $13,985-99.8% | $5,306-99.6% |