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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 26 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Advisory (Participants) | $6,654 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RPA Service code 26 1776 PLEASANT PLACE ROAD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $0 |
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 | $18,288 | $46,732-60.9% | $156,551-88.3% | $55,167-66.9% |
| Participation rate | 53.6% | 65.8%-12.2pp | 84.0%-30.5pp | 69.0%-15.4pp |
| Annual return | -4.92% | 17.72%-22.6pp | 32.23%-37.1pp | 169.23%-174.2pp |
| Employer contribution / active EE | $1,037 | $2,105-50.7% | $5,501-81.2% | $1,963-47.2% |
| Participant deferral / active EE | $1,551 | $2,204-29.6% | $4,871-68.2% | $3,054-49.2% |
| Admin fee / account holder | $37 | $418-91.2% | $13,028-99.7% | $504-92.7% |