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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1+ years Filed as: SECURITY FINANCIAL RESROUCES Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $238 |
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 | $5,148 | $45,152-88.6% | $73,845-93.0% | $59,632-91.4% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 4.10% | 27.40%-23.3pp | 2267.91%-2263.8pp | 2041.32%-2037.2pp |
| Employer contribution / active EE | $419 | $1,902-78.0% | $2,788-85.0% | $2,203-81.0% |
| Participant deferral / active EE | $1,197 | $2,574-53.5% | $3,583-66.6% | $3,192-62.5% |
| Admin fee / account holder | $4 | $3,516-99.9% | $4,881-99.9% | $4,297-99.9% |