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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Filed as: SECURTIY FINANCIAL RESOURCES Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $2,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,788 | $46,732-36.3% | $156,551-81.0% | $55,167-46.0% |
| Participation rate | 48.9% | 65.8%-16.9pp | 84.0%-35.1pp | 69.0%-20.1pp |
| Annual return | 9.80% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $554 | $2,105-73.7% | $5,501-89.9% | $1,963-71.8% |
| Participant deferral / active EE | $1,650 | $2,204-25.2% | $4,871-66.1% | $3,054-46.0% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.6% |