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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $18,099 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,619 | $23,385-63.1% | $69,182-87.5% | $57,658-85.1% |
| Participation rate | 32.6% | 37.9%-5.3pp | 55.1%-22.5pp | 70.2%-37.6pp |
| Annual return | -1.80% | -659.34%+657.5pp | -21.93%+20.1pp | 5.13%-6.9pp |
| Employer contribution / active EE | $135 | $422-68.1% | $1,206-88.8% | $1,974-93.2% |
| Participant deferral / active EE | $338 | $843-59.9% | $1,897-82.2% | $3,061-88.9% |
| Admin fee / account holder | $98 | $82+19.1% | $2,697-96.4% | $95+3.5% |