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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $21,290 |
METLIFE LIFE INSURANCE COMPANY2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,172 | $46,732-67.5% | $156,551-90.3% | $55,167-72.5% |
| Participation rate | 45.7% | 65.8%-20.1pp | 84.0%-38.4pp | 69.0%-23.3pp |
| Annual return | 3.88% | 17.72%-13.8pp | 32.23%-28.3pp | 169.23%-165.4pp |
| Employer contribution / active EE | $489 | $2,105-76.8% | $5,501-91.1% | $1,963-75.1% |
| Participant deferral / active EE | $667 | $2,204-69.7% | $4,871-86.3% | $3,054-78.1% |
| Admin fee / account holder | $199 | $418-52.4% | $13,028-98.5% | $504-60.5% |