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| 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 | $43,496+15.9% | $161,489-68.8% | $64,340-21.6% |
| Participation rate | 38.9% | 53.5%-14.6pp | 78.7%-39.8pp | 55.2%-16.4pp |
| Annual return | -10.05% | 20.76%-30.8pp | 89.72%-99.8pp | 24.14%-34.2pp |
| Employer contribution / active EE | $1,572 | $1,431+9.8% | $4,268-63.2% | $1,862-15.6% |
| Participant deferral / active EE | $2,071 | $1,996+3.8% | $5,630-63.2% | $2,980-30.5% |
| Admin fee / account holder | $628 | $2,330-73.1% | $16,006-96.1% | $3,703-83.0% |