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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES4+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $202,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,672 | $95,542-8.2% | $69,464+26.2% | $67,579+29.7% |
| Participation rate | 97.1% | 79.4%+17.8pp | 74.6%+22.5pp | 71.3%+25.9pp |
| Annual return | 101.71% | 17.67%+84.0pp | 28.98%+72.7pp | 378.56%-276.9pp |
| Employer contribution / active EE | $7,817 | $2,989+161.5% | $2,779+181.2% | $2,148+263.9% |
| Participant deferral / active EE | $4,098 | $3,263+25.6% | $3,536+15.9% | $3,539+15.8% |
| Admin fee / account holder | $338 | $90+275.8% | $3,840-91.2% | $142+137.2% |