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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Filed as: SECURTIY FINANCIAL RESOURCES Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $2,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,714 | $46,360-46.7% | $147,617-83.3% | $52,331-52.8% |
| Participation rate | 56.9% | 64.9%-8.0pp | 84.6%-27.7pp | 68.1%-11.2pp |
| Annual return | -2.54% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $590 | $2,126-72.2% | $5,564-89.4% | $1,882-68.6% |
| Participant deferral / active EE | $1,805 | $2,258-20.0% | $4,895-63.1% | $3,022-40.3% |
| Admin fee / account holder | $26 | $766-96.6% | $11,612-99.8% | $592-95.6% |