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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1 year Filed as: SECURITY BENEFIT Service code 15 · EIN 48-0409770 P.O. BOX 8355 · BOSTON, MA 022668355 | Recordkeeping | $47,989 |
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 | $50,589 | $61,338-17.5% | $149,717-66.2% | $71,495-29.2% |
| Participation rate | 77.0% | 62.5%+14.5pp | 78.8%-1.8pp | 67.9%+9.0pp |
| Annual return | 10.71% | 35.86%-25.1pp | 134.41%-123.7pp | 28.85%-18.1pp |
| Employer contribution / active EE | $2,158 | $2,381-9.4% | $4,820-55.2% | $2,589-16.7% |
| Participant deferral / active EE | $3,078 | $2,919+5.4% | $5,682-45.8% | $4,291-28.3% |
| Admin fee / account holder | $376 | $1,263-70.2% | $13,213-97.2% | $1,588-76.3% |