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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $3,847 |
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 | $27,996 | $46,360-39.6% | $147,618-81.0% | $52,331-46.5% |
| Participation rate | 17.1% | 64.9%-47.8pp | 84.6%-67.5pp | 68.1%-51.0pp |
| Annual return | -5.30% | 1.62%-6.9pp | 61.98%-67.3pp | 4.54%-9.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $680 | $2,258-69.9% | $4,895-86.1% | $3,022-77.5% |
| Admin fee / account holder | $154 | $766-79.9% | $11,612-98.7% | $592-74.0% |