Filed October 25, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES7+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $17,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,024 | $56,540-64.6% | $185,849-89.2% | $86,821-76.9% |
| Participation rate | 87.7% | 65.5%+22.1pp | 81.7%+6.0pp | 72.3%+15.4pp |
| Annual return | 93.10% | 118.20%-25.1pp | 122.10%-29.0pp | 97.94%-4.8pp |
| Employer contribution / active EE | $16 | $1,844-99.1% | $5,169-99.7% | $2,406-99.3% |
| Participant deferral / active EE | $2,544 | $2,555-0.4% | $5,569-54.3% | $4,132-38.4% |
| Admin fee / account holder | $20 | $150-86.6% | $16,244-99.9% | $170-88.2% |