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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 26 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Advisory (Participants) | $79,182 |
CAMBRIDGE INVESTMENT RESEARCH2+ 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.
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 | $20,398 | $46,173-55.8% | $170,435-88.0% | $69,631-70.7% |
| Participation rate | 51.4% | 63.9%-12.5pp | 83.6%-32.2pp | 70.7%-19.3pp |
| Annual return | 15.80% | 21.62%-5.8pp | 205.94%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $996 | $1,610-38.1% | $5,432-81.7% | $2,032-51.0% |
| Participant deferral / active EE | $1,835 | $2,080-11.8% | $4,939-62.8% | $3,224-43.1% |
| Admin fee / account holder | $48 | $116-58.9% | $13,881-99.7% | $110-56.9% |