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 |
|---|---|---|
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY · RIDGELAND, MS 391576035 | Recordkeeping | $0 |
TBS AGENCY INC3 years Filed as: TBS AGENCY Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,781 | $52,293+77.4% | $178,499-48.0% | $73,412+26.4% |
| Participation rate | 9.6% | 65.3%-55.7pp | 81.9%-72.3pp | 72.2%-62.6pp |
| Annual return | 13.94% | 34.75%-20.8pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $314 | $1,735-81.9% | $5,011-93.7% | $2,234-86.0% |
| Participant deferral / active EE | $558 | $2,332-76.1% | $5,202-89.3% | $3,806-85.3% |
| Admin fee / account holder | $17 | $127-86.5% | $13,986-99.9% | $158-89.1% |