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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3 years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $942 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,445 | $58,895-53.4% | $178,503-84.6% | $73,497-62.7% |
| Participation rate | 22.4% | 66.2%-43.9pp | 81.9%-59.6pp | 70.7%-48.3pp |
| Annual return | 17.10% | 24.86%-7.8pp | 151.12%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,128 | $2,567-56.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $23 | $400-94.3% | $13,987-99.8% | $513-95.5% |