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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156930 P.O. BOX 182835 · COLUMBUS, OH 43218 | Recordkeeping | $948 |
SECURITY NATIONAL BANK4+ years Filed as: SECURITY BENEFIT Service code 15 · EIN 31-4156830 P.O. BOX 182835 · TOPEKA, KS 666750497 | Recordkeeping | $833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,630 | $180,459-96.3% | $154,108-95.7% | $135,380-95.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -6.90% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |