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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES5+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,473 | $52,961-84.0% | $172,755-95.1% | $65,185-87.0% |
| Participation rate | 51.3% | 66.2%-14.9pp | 82.6%-31.3pp | 70.2%-18.9pp |
| Annual return | 18.15% | 30.12%-12.0pp | 802.94%-784.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $138 | $2,190-93.7% | $5,144-97.3% | $2,177-93.6% |
| Participant deferral / active EE | $806 | $2,471-67.4% | $5,198-84.5% | $3,514-77.1% |
| Admin fee / account holder | $2 | $472-99.6% | $13,955-100.0% | $847-99.8% |