Filed March 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $4,300 |
Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,334 | $47,977-86.8% | $154,108-95.9% | $56,289-88.7% |
| Participation rate | 84.3% | 66.2%+18.1pp | 83.0%+1.2pp | 69.9%+14.4pp |
| Annual return | -8.16% | 3.54%-11.7pp | 735.21%-743.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,107 | $2,169-49.0% | $5,298-79.1% | $2,111-47.6% |
| Participant deferral / active EE | $1,053 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.8% |