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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 | $46,688+8.0% | $189,758-73.4% | $69,733-27.7% |
| Participation rate | 38.9% | 61.7%-22.8pp | 79.8%-40.9pp | 62.5%-23.6pp |
| Annual return | -10.05% | 14.35%-24.4pp | 52.62%-62.7pp | 15.22%-25.3pp |
| Employer contribution / active EE | $1,572 | $1,695-7.3% | $4,767-67.0% | $2,250-30.2% |
| Participant deferral / active EE | $2,071 | $2,143-3.4% | $5,856-64.6% | $3,054-32.2% |
| Admin fee / account holder | $628 | $1,700-63.1% | $20,388-96.9% | $3,102-79.8% |