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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES9+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $575,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,932 | $91,692+60.2% | $67,561+117.5% | $77,714+89.1% |
| Participation rate | 84.3% | 76.0%+8.3pp | 72.9%+11.4pp | 70.6%+13.8pp |
| Annual return | 14.03% | 14.88%-0.8pp | 3525.44%-3511.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $11,067 | $3,188+247.2% | $2,735+304.7% | $2,727+305.9% |
| Participant deferral / active EE | $6,681 | $3,912+70.8% | $4,003+66.9% | $4,649+43.7% |
| Admin fee / account holder | $995 | $245+306.9% | $4,006-75.2% | $433+129.7% |