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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $3,925 |
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 | $9,511 | $46,732-79.6% | $156,551-93.9% | $55,167-82.8% |
| Participation rate | 79.9% | 65.8%+14.1pp | 84.0%-4.1pp | 69.0%+10.9pp |
| Annual return | 7.46% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $550 | $2,105-73.9% | $5,501-90.0% | $1,963-72.0% |
| Participant deferral / active EE | $1,315 | $2,204-40.3% | $4,871-73.0% | $3,054-56.9% |
| Admin fee / account holder | $26 | $418-93.8% | $13,028-99.8% | $504-94.8% |