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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 | $3,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,256 | $46,072-66.9% | $69,779-78.1% | $55,167-72.3% |
| Participation rate | 71.8% | 67.5%+4.3pp | 71.8%-0.1pp | 69.0%+2.8pp |
| Annual return | 5.97% | 8.68%-2.7pp | 12.99%-7.0pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,029 | $1,500-31.4% | $2,338-56.0% | $1,963-47.6% |
| Participant deferral / active EE | $1,586 | $2,344-32.3% | $2,931-45.9% | $3,054-48.1% |
| Admin fee / account holder | $69 | $428-83.8% | $4,381-98.4% | $504-86.3% |