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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES6+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $70 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,827 | $58,888-83.3% | $178,499-94.5% | $73,493-86.6% |
| Participation rate | 52.2% | 66.2%-14.1pp | 81.9%-29.8pp | 70.7%-18.5pp |
| Annual return | 14.75% | 24.86%-10.1pp | 151.10%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $150 | $2,236-93.3% | $5,011-97.0% | $2,270-93.4% |
| Participant deferral / active EE | $1,026 | $2,568-60.0% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $1 | $400-99.8% | $13,986-100.0% | $513-99.9% |