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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2 years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $3,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,104 | $47,977-58.1% | $154,111-87.0% | $56,287-64.3% |
| Participation rate | 30.7% | 66.2%-35.5pp | 83.0%-52.4pp | 69.9%-39.2pp |
| Annual return | -9.60% | 3.54%-13.1pp | 735.18%-744.8pp | -9.96%+0.4pp |
| Employer contribution / active EE | $413 | $2,169-81.0% | $5,298-92.2% | $2,111-80.5% |
| Participant deferral / active EE | $880 | $2,392-63.2% | $5,081-82.7% | $3,350-73.7% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.7% |