Filed November 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES4+ years Service code 15 5801 SWTH 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $40,895 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,406 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,992 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,068 | $37,196-21.9% | $154,111-81.1% | $55,725-47.8% |
| Participation rate | 39.1% | 64.1%-25.0pp | 83.0%-43.9pp | 70.9%-31.8pp |
| Annual return | -5.83% | 1319.68%-1325.5pp | 735.18%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,355 | $2,068+13.9% | $5,081-53.6% | $3,356-29.8% |
| Admin fee / account holder | $411 | $102+304.1% | $13,411-96.9% | $115+256.4% |