Filed October 25, 2024 (most recent of 5 filings on file)
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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 | $4,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,418 | $57,658-71.5% | - | $57,658-71.5% |
| Participation rate | 40.9% | 70.2%-29.3pp | - | 70.2%-29.3pp |
| Annual return | 6.79% | 5.13%+1.7pp | - | 5.13%+1.7pp |
| Employer contribution / active EE | $432 | $1,974-78.1% | - | $1,974-78.1% |
| Participant deferral / active EE | $1,736 | $3,061-43.3% | - | $3,061-43.3% |
| Admin fee / account holder | $24 | $95-75.1% | - | $95-75.1% |