Filed October 25, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES6+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $14,107 |
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 | $13,079 | $52,293-75.0% | $178,503-92.7% | $73,412-82.2% |
| Participation rate | 81.7% | 65.3%+16.4pp | 81.9%-0.2pp | 72.2%+9.6pp |
| Annual return | 17.66% | 34.75%-17.1pp | 151.12%-133.5pp | 59.30%-41.6pp |
| Employer contribution / active EE | $766 | $1,736-55.9% | $5,011-84.7% | $2,234-65.7% |
| Participant deferral / active EE | $2,654 | $2,333+13.7% | $5,202-49.0% | $3,806-30.3% |
| Admin fee / account holder | $22 | $127-82.9% | $13,987-99.8% | $158-86.2% |