Filed October 25, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: TD BANK Service code 21 | Bank Trustee | $8,714 |
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $1,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,664 | $37,117-57.8% | $147,617-89.4% | $55,191-71.6% |
| Participation rate | 42.5% | 63.6%-21.1pp | 84.6%-42.1pp | 69.2%-26.7pp |
| Annual return | 1.81% | 3.44%-1.6pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $446 | $1,620-72.5% | $5,564-92.0% | $1,899-76.5% |
| Participant deferral / active EE | $1,564 | $1,985-21.2% | $4,895-68.0% | $3,046-48.7% |
| Admin fee / account holder | $63 | $86-26.2% | $11,612-99.5% | $91-30.4% |