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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 12 · EIN 71-0294708 | Recordkeeping fees; Recordkeeping and... | $59,406 |
TBS AGENCY INC2 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $37,672 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $15,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,689 | $73,638+10.9% | $95,952-14.9% | $73,488+11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | -5.63% | 16.78%-22.4pp | 91.61%-97.2pp | 28.51%-34.1pp |
| Employer contribution / active EE | $4,173 | $1,863+124.0% | $2,541+64.2% | $2,270+83.8% |
| Participant deferral / active EE | $9,886 | $3,617+173.3% | $4,167+137.3% | $3,740+164.4% |
| Admin fee / account holder | $284 | $482-41.0% | $6,795-95.8% | $513-44.6% |