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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 | $88,982-2.8% | $102,438-15.5% | $77,671+11.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.48% | 25.01%-10.5pp | 29.37%-14.9pp | 31.21%-16.7pp |
| Employer contribution / active EE | $6,578 | $2,698+143.8% | $3,024+117.6% | $2,726+141.3% |
| Participant deferral / active EE | $10,432 | $5,144+102.8% | $5,054+106.4% | $4,648+124.5% |
| Admin fee / account holder | $274 | $236+16.2% | $9,448-97.1% | $430-36.4% |