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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK4 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $52,835 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,525 | $65,092-47.0% | $143,799-76.0% | $66,938-48.4% |
| Participation rate | 57.6% | 65.2%-7.6pp | 80.3%-22.7pp | 69.8%-12.2pp |
| Annual return | -11.59% | -11.14%-0.5pp | -0.04%-11.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,244 | $2,362-47.3% | $4,952-74.9% | $2,545-51.1% |
| Participant deferral / active EE | $1,540 | $2,920-47.3% | $5,638-72.7% | $4,238-63.7% |
| Admin fee / account holder | $452 | $502-10.1% | $14,677-96.9% | $594-23.9% |