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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES8+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $89,722 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,103 | $65,092+46.1% | $143,799-33.9% | $66,938+42.1% |
| Participation rate | 65.2% | 65.2%0pp | 80.3%-15.1pp | 69.8%-4.6pp |
| Annual return | -16.48% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,768 | $2,362+17.2% | $4,952-44.1% | $2,545+8.7% |
| Participant deferral / active EE | $3,662 | $2,920+25.4% | $5,638-35.0% | $4,238-13.6% |
| Admin fee / account holder | $650 | $502+29.4% | $14,677-95.6% | $594+9.5% |