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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 | $84,045+102.1% | $77,361+119.6% | $69,255+145.3% |
| Participation rate | 86.8% | 71.8%+15.0pp | 75.0%+11.8pp | 69.0%+17.7pp |
| Annual return | 19.79% | 12.46%+7.3pp | 1011.54%-991.7pp | 26.73%-6.9pp |
| Employer contribution / active EE | $11,187 | $2,954+278.7% | $2,990+274.2% | $2,645+323.0% |
| Participant deferral / active EE | $6,775 | $3,349+102.3% | $3,911+73.2% | $2,890+134.4% |
| Admin fee / account holder | $972 | $239+306.9% | $5,894-83.5% | $733+32.7% |