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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES8+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $537,556 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,874 | $83,884+51.2% | $64,101+97.9% | $74,460+70.4% |
| Participation rate | 83.0% | 76.6%+6.4pp | 72.3%+10.7pp | 70.7%+12.2pp |
| Annual return | 12.47% | 16.57%-4.1pp | 33.72%-21.2pp | 34.38%-21.9pp |
| Employer contribution / active EE | $10,704 | $3,084+247.1% | $2,749+289.4% | $2,638+305.8% |
| Participant deferral / active EE | $6,494 | $3,692+75.9% | $3,881+67.3% | $4,530+43.4% |
| Admin fee / account holder | $853 | $196+335.3% | $3,070-72.2% | $348+145.3% |