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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $19,863 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,314 | $46,360-71.3% | $147,617-91.0% | $52,331-74.6% |
| Participation rate | 49.0% | 64.9%-15.9pp | 84.6%-35.6pp | 68.1%-19.1pp |
| Annual return | -0.84% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $631 | $2,126-70.3% | $5,564-88.7% | $1,882-66.5% |
| Participant deferral / active EE | $753 | $2,258-66.6% | $4,895-84.6% | $3,022-75.1% |
| Admin fee / account holder | $181 | $766-76.4% | $11,612-98.4% | $592-69.5% |