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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES5+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $84,737 |
METLIFE LIFE INSURANCE COMPANY5+ 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 | $93,707 | $52,961+76.9% | $172,752-45.8% | $65,185+43.8% |
| Participation rate | 71.5% | 66.2%+5.3pp | 82.6%-11.1pp | 70.2%+1.3pp |
| Annual return | 16.68% | 30.12%-13.4pp | 802.97%-786.3pp | 29.38%-12.7pp |
| Employer contribution / active EE | $2,502 | $2,190+14.2% | $5,144-51.4% | $2,177+14.9% |
| Participant deferral / active EE | $3,245 | $2,471+31.3% | $5,198-37.6% | $3,514-7.7% |
| Admin fee / account holder | $601 | $472+27.3% | $13,955-95.7% | $847-29.1% |