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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $19,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,514 | $46,360-45.0% | $147,617-82.7% | $52,331-51.2% |
| Participation rate | 47.4% | 64.9%-17.5pp | 84.6%-37.2pp | 68.1%-20.7pp |
| Annual return | -2.44% | 1.62%-4.1pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $449 | $2,126-78.9% | $5,564-91.9% | $1,882-76.1% |
| Participant deferral / active EE | $1,725 | $2,258-23.6% | $4,895-64.8% | $3,022-42.9% |
| Admin fee / account holder | $181 | $766-76.4% | $11,612-98.4% | $592-69.5% |