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| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3 years Service code 15 · EIN 48-1236469 | Recordkeeping | $5,814 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,442 | $175,259-93.5% | $149,723-92.4% | $139,487-91.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 5.58% | 166.82%-161.2pp | 134.50%-128.9pp | 373.84%-368.3pp |
| Employer contribution / active EE | $2,176 | $5,478-60.3% | $4,821-54.9% | $4,755-54.2% |
| Participant deferral / active EE | $3,241 | $6,522-50.3% | $5,682-43.0% | $6,713-51.7% |
| Admin fee / account holder | $76 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |