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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES1+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $3,530 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,042 | $46,360-80.5% | $147,618-93.9% | $52,331-82.7% |
| Participation rate | 74.3% | 64.9%+9.4pp | 84.6%-10.3pp | 68.1%+6.2pp |
| Annual return | -2.18% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $559 | $2,126-73.7% | $5,565-90.0% | $1,882-70.3% |
| Participant deferral / active EE | $1,276 | $2,258-43.5% | $4,895-73.9% | $3,022-57.8% |
| Admin fee / account holder | $24 | $766-96.9% | $11,612-99.8% | $592-96.0% |