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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $1,564 |
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 | $26,399 | $36,916-28.5% | $156,551-83.1% | $57,658-54.2% |
| Participation rate | 27.5% | 63.4%-35.9pp | 84.0%-56.5pp | 70.2%-42.7pp |
| Annual return | 5.83% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,121 | $1,926-41.8% | $4,871-77.0% | $3,061-63.4% |
| Admin fee / account holder | $16 | $82-80.7% | $13,028-99.9% | $95-83.1% |