Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK7 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $54,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,414 | $45,343+11.2% | $150,298-66.5% | $67,986-25.8% |
| Participation rate | 38.9% | 51.9%-13.0pp | 77.8%-38.9pp | 57.2%-18.3pp |
| Annual return | -10.05% | 33.28%-43.3pp | 62.79%-72.8pp | 31.67%-41.7pp |
| Employer contribution / active EE | $1,572 | $1,462+7.5% | $4,154-62.2% | $2,019-22.2% |
| Participant deferral / active EE | $2,071 | $2,055+0.8% | $5,453-62.0% | $3,358-38.3% |
| Admin fee / account holder | $628 | $2,250-72.1% | $14,116-95.6% | $3,203-80.4% |