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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $97,875 |
TBS AGENCY INC6 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $66,561 |
Service code 49 · EIN 16-1316349 | Other Services | $17,527 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,525 | $89,067-2.9% | $102,423-15.5% | $77,714+11.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.48% | 25.01%-10.5pp | 29.42%-14.9pp | 31.26%-16.8pp |
| Employer contribution / active EE | $6,578 | $2,699+143.7% | $3,023+117.6% | $2,727+141.2% |
| Participant deferral / active EE | $10,432 | $5,147+102.7% | $5,054+106.4% | $4,649+124.4% |
| Admin fee / account holder | $274 | $236+16.0% | $9,455-97.1% | $433-36.9% |