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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURTIY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $1,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,979 | $46,360-39.6% | $147,617-81.0% | $52,331-46.5% |
| Participation rate | 45.0% | 64.9%-20.0pp | 84.6%-39.7pp | 68.1%-23.1pp |
| Annual return | -1.67% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $465 | $2,126-78.1% | $5,564-91.6% | $1,882-75.3% |
| Participant deferral / active EE | $1,006 | $2,258-55.5% | $4,895-79.5% | $3,022-66.7% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.8% |