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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK3+ years Filed as: SECURITY BENEFIT Service code 15 · EIN 31-4156830 P.O. BOX 182835 · TOPEKA, KS 666750497 | Recordkeeping | $1,056 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156930 P.O. BOX 182835 · COLUMBUS, OH 43218 | Recordkeeping | $1,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,945 | $198,457-96.5% | $170,435-95.9% | $147,586-95.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.06% | 257.30%-246.2pp | 205.94%-194.9pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |