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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK2+ years Filed as: SECURITY FINANCIAL RESROUCES Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,450 | $43,423-85.1% | $78,676-91.8% | $55,167-88.3% |
| Participation rate | 27.7% | 68.0%-40.3pp | 73.6%-45.9pp | 69.0%-41.3pp |
| Annual return | 10.27% | 11.53%-1.3pp | 62.19%-51.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $107 | $1,997-94.6% | $2,850-96.2% | $1,963-94.5% |
| Participant deferral / active EE | $407 | $2,509-83.8% | $3,517-88.4% | $3,054-86.7% |
| Admin fee / account holder | $3 | $416-99.2% | $4,510-99.9% | $504-99.3% |