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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 | $86,795+95.7% | $67,681+151.0% | $64,728+162.4% |
| Participation rate | 86.8% | 71.7%+15.1pp | 73.7%+13.0pp | 57.9%+28.9pp |
| Annual return | 19.79% | 12.58%+7.2pp | 590.58%-570.8pp | 49.38%-29.6pp |
| Employer contribution / active EE | $11,187 | $2,837+294.3% | $2,678+317.7% | $2,243+398.9% |
| Participant deferral / active EE | $6,775 | $3,430+97.6% | $3,976+70.4% | $2,729+148.2% |
| Admin fee / account holder | $972 | $238+308.1% | $6,100-84.1% | $1,145-15.1% |