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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES10+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $105,225 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,749 | $55,423+143.1% | $155,602-13.4% | $74,400+81.1% |
| Participation rate | 57.0% | 61.9%-4.9pp | 78.2%-21.2pp | 67.2%-10.2pp |
| Annual return | 10.42% | 269.07%-258.6pp | 64.81%-54.4pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $2,674 | $2,266+18.0% | $4,675-42.8% | $2,624+1.9% |
| Participant deferral / active EE | $3,763 | $2,835+32.8% | $5,629-33.1% | $4,348-13.5% |
| Admin fee / account holder | $763 | $1,744-56.3% | $15,923-95.2% | $1,944-60.8% |