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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK2 years Filed as: SECURITY BENEFIT Service code 15 · EIN 48-0409770 P.O. BOX 8355 · BOSTON, MA 022668355 | Recordkeeping | $59,109 |
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 | $50,083 | $55,470-9.7% | $155,556-67.8% | $74,478-32.8% |
| Participation rate | 58.3% | 61.9%-3.6pp | 78.2%-19.9pp | 67.2%-8.9pp |
| Annual return | 8.14% | 269.80%-261.7pp | 64.84%-56.7pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $1,655 | $2,267-27.0% | $4,675-64.6% | $2,626-37.0% |
| Participant deferral / active EE | $2,384 | $2,838-16.0% | $5,631-57.7% | $4,350-45.2% |
| Admin fee / account holder | $410 | $1,744-76.5% | $15,885-97.4% | $1,946-78.9% |