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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES6+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $85,838 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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 | $98,731 | $58,888+67.7% | $178,499-44.7% | $73,493+34.3% |
| Participation rate | 67.1% | 66.2%+0.8pp | 81.9%-14.9pp | 70.7%-3.6pp |
| Annual return | 9.67% | 24.86%-15.2pp | 151.10%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,478 | $2,236+10.8% | $5,011-50.5% | $2,270+9.2% |
| Participant deferral / active EE | $3,169 | $2,568+23.4% | $5,202-39.1% | $3,740-15.3% |
| Admin fee / account holder | $604 | $400+51.0% | $13,986-95.7% | $513+17.8% |