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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK5 years Filed as: SECURITY BENEFIT SECUREPOINT Service code 15 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,276 | $100,279+93.7% | $81,353+138.8% | $145,884+33.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -26.66% | 34.49%-61.1pp | 24.82%-51.5pp | 551.85%-578.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $481,964 | $8,206+5773.0% | $5,766+8258.2% | $13,392+3498.9% |