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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK11+ years Filed as: SECURITY FINANCIAL RESROUCES Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,143 | $47,105-74.2% | $68,368-82.2% | $67,986-82.1% |
| Participation rate | 41.6% | 51.8%-10.2pp | 73.8%-32.2pp | 57.2%-15.7pp |
| Annual return | 13.30% | 48.37%-35.1pp | 292.57%-279.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $215 | $1,859-88.5% | $2,649-91.9% | $2,019-89.4% |
| Participant deferral / active EE | $667 | $2,374-71.9% | $4,123-83.8% | $3,358-80.1% |
| Admin fee / account holder | $3 | $2,435-99.9% | $5,150-99.9% | $3,203-99.9% |