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 RESOURCES1+ years Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $7,894 |
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 | $13,774 | $75,828-81.8% | $147,617-90.7% | $59,632-76.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.61% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $1,591 | $3,485-54.3% | $5,565-71.4% | $2,203-27.8% |
| Participant deferral / active EE | $1,359 | $3,130-56.6% | $4,895-72.2% | $3,192-57.4% |
| Admin fee / account holder | $51 | $5,985-99.1% | $11,611-99.6% | $4,297-98.8% |