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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK3 years Filed as: SECURITY BENEFIT Service code 26 · EIN 04-3157927 | Advisory (Participants) | $1,972 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,696 | $73,848-67.9% | $143,799-83.5% | $68,486-65.4% |
| Participation rate | 64.7% | 66.7%-2.0pp | 80.3%-15.6pp | 67.9%-3.2pp |
| Annual return | -15.90% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,584 | $3,184-50.3% | $4,952-68.0% | $2,597-39.0% |
| Participant deferral / active EE | $1,108 | $3,385-67.3% | $5,638-80.4% | $4,028-72.5% |
| Admin fee / account holder | $29 | $5,755-99.5% | $14,677-99.8% | $5,404-99.5% |