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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $23,268 | $36,916-37.0% | $156,551-85.1% | $57,658-59.6% |
| Participation rate | 37.3% | 63.4%-26.2pp | 84.0%-46.7pp | 70.2%-32.9pp |
| Annual return | 8.83% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $97 | $1,571-93.8% | $5,501-98.2% | $1,974-95.1% |
| Participant deferral / active EE | $617 | $1,926-67.9% | $4,871-87.3% | $3,061-79.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |