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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 15 · EIN 48-1236469 ONE SECURTIY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $1,958 |
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 | $31,151 | $55,453-43.8% | $170,435-81.7% | $62,293-50.0% |
| Participation rate | 48.5% | 66.4%-17.8pp | 83.6%-35.1pp | 69.5%-21.0pp |
| Annual return | 12.03% | 21.38%-9.3pp | 205.94%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $478 | $2,164-77.9% | $5,432-91.2% | $2,042-76.6% |
| Participant deferral / active EE | $1,005 | $2,303-56.4% | $4,939-79.7% | $3,169-68.3% |
| Admin fee / account holder | $18 | $455-96.1% | $13,881-99.9% | $479-96.3% |