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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,010 |
TBS AGENCY INC5 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $19,264 |
AVANTAX INSURANCE AGENCY LLC5 years Filed as: HD VEST ADVISORY SERVICES Service code 99 · EIN 75-2176682 | Other Fees | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,251 | $80,731-1.8% | $103,374-23.3% | $74,546+6.3% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 10.31% | 27.56%-17.3pp | 24.89%-14.6pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,543 | $3,158-51.1% | $3,869-60.1% | $2,624-41.2% |
| Participant deferral / active EE | $5,785 | $3,860+49.9% | $5,058+14.4% | $4,347+33.1% |
| Admin fee / account holder | $436 | $2,369-81.6% | $8,394-94.8% | $1,944-77.6% |