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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,317 |
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $1,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,841 | $73,102-29.1% | $123,552-58.0% | $56,287-7.9% |
| Participation rate | 68.9% | 74.3%-5.4pp | 82.3%-13.4pp | 69.9%-1.0pp |
| Annual return | -8.25% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $8 | $2,977-99.7% | $4,628-99.8% | $2,111-99.6% |
| Participant deferral / active EE | $10,408 | $5,423+91.9% | $6,426+62.0% | $3,350+210.7% |
| Admin fee / account holder | $13 | $554-97.7% | $9,285-99.9% | $521-97.6% |