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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK5 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $44,479 |
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.
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 | $55,188 | $61,356-10.1% | $149,696-63.1% | $71,511-22.8% |
| Participation rate | 30.6% | 62.5%-31.9pp | 78.8%-48.2pp | 67.9%-37.3pp |
| Annual return | 10.70% | 35.86%-25.2pp | 134.46%-123.8pp | 28.86%-18.2pp |
| Employer contribution / active EE | $912 | $2,382-61.7% | $4,821-81.1% | $2,589-64.8% |
| Participant deferral / active EE | $1,166 | $2,920-60.1% | $5,682-79.5% | $4,291-72.8% |
| Admin fee / account holder | $512 | $1,263-59.4% | $13,212-96.1% | $1,588-67.7% |