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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK6 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $50,252 |
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 | $54,339 | $55,446-2.0% | $155,574-65.1% | $74,429-27.0% |
| Participation rate | 31.2% | 61.9%-30.7pp | 78.2%-47.0pp | 67.2%-36.0pp |
| Annual return | 10.41% | 269.20%-258.8pp | 64.87%-54.5pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $1,041 | $2,266-54.1% | $4,676-77.7% | $2,625-60.3% |
| Participant deferral / active EE | $1,328 | $2,836-53.2% | $5,629-76.4% | $4,348-69.5% |
| Admin fee / account holder | $554 | $1,743-68.2% | $15,914-96.5% | $1,944-71.5% |