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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $91,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,245 | $55,002+69.5% | $59,899+55.7% | $56,289+65.7% |
| Participation rate | 88.6% | 75.9%+12.7pp | 74.7%+13.9pp | 69.9%+18.7pp |
| Annual return | 7.53% | 1.13%+6.4pp | 3.46%+4.1pp | -9.96%+17.5pp |
| Employer contribution / active EE | $10,253 | $2,448+318.8% | $2,723+276.5% | $2,111+385.6% |
| Participant deferral / active EE | $5,349 | $3,121+71.4% | $3,402+57.2% | $3,350+59.7% |
| Admin fee / account holder | $355 | $236+50.6% | $3,592-90.1% | $521-31.8% |