Filed June 4, 2022
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 |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $16,752 |
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 | $45,079 | $48,064-6.2% | $78,778-42.8% | $69,631-35.3% |
| Participation rate | 43.9% | 61.6%-17.7pp | 69.2%-25.3pp | 70.7%-26.8pp |
| Annual return | 15.63% | 21.81%-6.2pp | 35.62%-20.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $307 | $744-58.7% | $1,986-84.5% | $2,032-84.9% |
| Participant deferral / active EE | $1,527 | $2,079-26.5% | $2,958-48.4% | $3,224-52.6% |
| Admin fee / account holder | $82 | $152-46.2% | $5,134-98.4% | $110-26.0% |