Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,939 | $37,117-22.0% | $147,617-80.4% | $55,191-47.6% |
| Participation rate | 29.6% | 63.6%-34.1pp | 84.6%-55.1pp | 69.2%-39.6pp |
| Annual return | 16.51% | 3.44%+13.1pp | 61.98%-45.5pp | 10.78%+5.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,081 | $1,985-45.6% | $4,895-77.9% | $3,046-64.5% |
| Admin fee / account holder | $12 | $86-85.7% | $11,612-99.9% | $91-86.6% |