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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC2 years Filed as: TBS AGENCY Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Other Commissions | $6,138 |
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY · RIDGELAND, MS 391576035 | Recordkeeping | $1,323 |
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).
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 | $78,616 | $52,961+48.4% | $172,755-54.5% | $65,185+20.6% |
| Participation rate | 25.4% | 66.2%-40.8pp | 82.6%-57.3pp | 70.2%-44.8pp |
| Annual return | 23.35% | 30.12%-6.8pp | 802.94%-779.6pp | 29.38%-6.0pp |
| Employer contribution / active EE | $651 | $2,190-70.3% | $5,144-87.3% | $2,177-70.1% |
| Participant deferral / active EE | $1,210 | $2,471-51.1% | $5,198-76.7% | $3,514-65.6% |
| Admin fee / account holder | $46 | $472-90.3% | $13,955-99.7% | $847-94.6% |