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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURTIY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $1,805 |
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).
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 | $28,019 | $46,732-40.0% | $156,551-82.1% | $55,167-49.2% |
| Participation rate | 48.8% | 65.8%-17.0pp | 84.0%-35.2pp | 69.0%-20.2pp |
| Annual return | 6.24% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $482 | $2,105-77.1% | $5,501-91.2% | $1,963-75.5% |
| Participant deferral / active EE | $1,076 | $2,204-51.2% | $4,871-77.9% | $3,054-64.8% |
| Admin fee / account holder | $17 | $418-96.0% | $13,028-99.9% | $504-96.7% |