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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $39,216 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,275 | $52,467+37.8% | $57,196+26.4% | $55,167+31.0% |
| Participation rate | 85.6% | 75.8%+9.7pp | 75.3%+10.2pp | 69.0%+16.6pp |
| Annual return | -0.15% | 7.72%-7.9pp | 14.59%-14.7pp | 169.23%-169.4pp |
| Employer contribution / active EE | $9,190 | $2,477+271.0% | $2,683+242.5% | $1,963+368.2% |
| Participant deferral / active EE | $4,453 | $2,830+57.3% | $3,096+43.8% | $3,054+45.8% |
| Admin fee / account holder | $159 | $269-41.1% | $3,141-94.9% | $504-68.5% |