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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES5+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $397,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,098 | $84,948+15.5% | $70,494+39.2% | $73,412+33.6% |
| Participation rate | 94.2% | 79.9%+14.2pp | 75.1%+19.1pp | 72.2%+22.0pp |
| Annual return | 4.78% | 13.39%-8.6pp | 109.16%-104.4pp | 59.30%-54.5pp |
| Employer contribution / active EE | $11,004 | $2,834+288.3% | $2,738+301.9% | $2,234+392.6% |
| Participant deferral / active EE | $6,629 | $3,387+95.7% | $3,711+78.6% | $3,806+74.2% |
| Admin fee / account holder | $657 | $98+569.5% | $3,848-82.9% | $158+316.0% |