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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES7+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $564,296 |
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 | $103,733 | $79,151+31.1% | $60,906+70.3% | $64,819+60.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -13.66% | -7.12%-6.5pp | 16.94%-30.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $11,250 | $3,052+268.6% | $2,703+316.2% | $2,507+348.8% |
| Participant deferral / active EE | $7,015 | $3,727+88.2% | $3,814+83.9% | $4,311+62.7% |
| Admin fee / account holder | $839 | $106+693.9% | $3,227-74.0% | $188+346.8% |