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| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1 year Filed as: SECURITY BENEFIT SECUREPOINT Service code 15 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $4,348 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $847,844 | $105,929+700.4% | $81,926+934.9% | $158,950+433.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -20.19% | 38.19%-58.4pp | 29.49%-49.7pp | 302.91%-323.1pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,348 | $8,492-48.8% | $5,159-15.7% | $11,248-61.3% |