Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $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).
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 | $14,984 | $47,977-68.8% | $154,108-90.3% | $56,289-73.4% |
| Participation rate | 21.6% | 66.2%-44.5pp | 83.0%-61.4pp | 69.9%-48.2pp |
| Annual return | -6.41% | 3.54%-9.9pp | 735.21%-741.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,239 | $2,392-48.2% | $5,081-75.6% | $3,350-63.0% |
| Admin fee / account holder | $18 | $438-95.8% | $13,411-99.9% | $521-96.5% |