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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES4 years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $906 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,679 | $61,172-48.2% | $185,851-83.0% | $79,389-60.1% |
| Participation rate | 20.5% | 66.6%-46.1pp | 81.7%-61.2pp | 70.7%-50.2pp |
| Annual return | 8.78% | 19.45%-10.7pp | 122.11%-113.3pp | 116.89%-108.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,193 | $2,788-57.2% | $5,569-78.6% | $4,046-70.5% |
| Admin fee / account holder | $25 | $710-96.5% | $16,245-99.8% | $626-96.1% |