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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $67,456 |
METLIFE LIFE INSURANCE COMPANY3+ 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 | $84,131 | $55,453+51.7% | $170,435-50.6% | $62,293+35.1% |
| Participation rate | 73.4% | 66.4%+7.0pp | 83.6%-10.2pp | 69.5%+3.9pp |
| Annual return | 16.79% | 21.38%-4.6pp | 205.94%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,561 | $2,164+18.4% | $5,432-52.9% | $2,042+25.4% |
| Participant deferral / active EE | $3,256 | $2,303+41.4% | $4,939-34.1% | $3,169+2.7% |
| Admin fee / account holder | $489 | $455+7.4% | $13,881-96.5% | $479+2.0% |