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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK2 years Service code 21 · EIN 42-0943319 | Bank Trustee | $1,350 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $160 |
Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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.
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 | $15,979 | $73,493-78.3% | $67,221-76.2% | $73,493-78.3% |
| Participation rate | 42.9% | 70.7%-27.8pp | 79.4%-36.5pp | 70.7%-27.8pp |
| Annual return | 13.55% | 28.51%-15.0pp | 20.72%-7.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $592 | $2,270-73.9% | $3,723-84.1% | $2,270-73.9% |
| Participant deferral / active EE | $1,032 | $3,740-72.4% | $4,384-76.5% | $3,740-72.4% |
| Admin fee / account holder | $28 | $513-94.6% | $5,844-99.5% | $513-94.6% |