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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC1 year Filed as: TBS AGENCY Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Other Commissions | $7,267 |
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY · RIDGELAND, MS 391576035 | Recordkeeping | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,672 | $47,977+9.8% | $154,111-65.8% | $56,287-6.4% |
| Participation rate | 15.5% | 66.2%-50.7pp | 83.0%-67.5pp | 69.9%-54.4pp |
| Annual return | -6.31% | 3.54%-9.8pp | 735.18%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $401 | $2,169-81.5% | $5,298-92.4% | $2,111-81.0% |
| Participant deferral / active EE | $727 | $2,392-69.6% | $5,081-85.7% | $3,350-78.3% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |