Filed August 19, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2 years Filed as: SECURITY FINANCIAL SERVICES Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $32,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,454 | $55,470-79.4% | $155,556-92.6% | $74,478-84.6% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 20.52% | 269.80%-249.3pp | 64.84%-44.3pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $222 | $2,267-90.2% | $4,675-95.3% | $2,626-91.6% |
| Participant deferral / active EE | $1,060 | $2,838-62.7% | $5,631-81.2% | $4,350-75.6% |
| Admin fee / account holder | $162 | $1,744-90.7% | $15,885-99.0% | $1,946-91.7% |