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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $80,834 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,101 | $46,360+42.6% | $147,617-55.2% | $52,331+26.3% |
| Participation rate | 74.3% | 64.9%+9.4pp | 84.6%-10.3pp | 68.1%+6.2pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,388 | $2,126+12.3% | $5,564-57.1% | $1,882+26.9% |
| Participant deferral / active EE | $3,234 | $2,258+43.3% | $4,895-33.9% | $3,022+7.0% |
| Admin fee / account holder | $608 | $766-20.6% | $11,612-94.8% | $592+2.7% |