Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES4+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $4,290 |
Filed as: RETIREMEMNT SOLUTIONS ADVISORS, LLC Service code 99 · EIN 20-8154051 420 WEST GRAND AVE., SUITE 1B · CHICAGO, IL 60654 | Other Fees | $1,350 |
Employer contribution per participant 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 | $10,888 | $47,977-77.3% | $154,114-92.9% | $56,287-80.7% |
| Participation rate | 87.4% | 66.2%+21.3pp | 83.0%+4.4pp | 69.9%+17.6pp |
| Annual return | -6.60% | 3.54%-10.1pp | 735.16%-741.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $267 | $2,169-87.7% | $5,298-95.0% | $2,111-87.3% |
| Participant deferral / active EE | $1,711 | $2,392-28.5% | $5,081-66.3% | $3,350-48.9% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |