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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1 year Service code 21 · EIN 42-0943319 | Bank Trustee | $1,020 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,986 | $65,185-80.1% | $61,048-78.7% | $65,185-80.1% |
| Participation rate | 35.2% | 70.2%-35.0pp | 79.3%-44.2pp | 70.2%-35.0pp |
| Annual return | 30.06% | 29.38%+0.7pp | 26.18%+3.9pp | 29.38%+0.7pp |
| Employer contribution / active EE | $534 | $2,177-75.5% | $3,716-85.6% | $2,177-75.5% |
| Participant deferral / active EE | $963 | $3,514-72.6% | $4,470-78.5% | $3,514-72.6% |
| Admin fee / account holder | $20 | $847-97.6% | $3,728-99.5% | $847-97.6% |