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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES10+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $581,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,867 | $93,351+82.0% | $62,929+169.9% | $79,634+113.3% |
| Participation rate | 86.8% | 74.6%+12.1pp | 73.1%+13.6pp | 62.5%+24.3pp |
| Annual return | 19.79% | 14.37%+5.4pp | 1063.93%-1044.1pp | 36.46%-16.7pp |
| Employer contribution / active EE | $11,187 | $3,135+256.9% | $2,505+346.7% | $2,529+342.3% |
| Participant deferral / active EE | $6,775 | $3,921+72.8% | $3,888+74.3% | $3,835+76.7% |
| Admin fee / account holder | $972 | $229+324.4% | $5,065-80.8% | $1,002-2.9% |