Retirement plan

TIYA 401K PLAN

Name: TIYA SERVICES, LLC - TIYA 401K PLAN (2024) Form 5500
Creator: TIYA SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIYA 401K PLAN, TIYA SERVICES, LLC

TIYA SERVICES, LLCEIN 26-1307941Plan #102PY 2024

345 HIGHLANDIA DR. - BATON ROUGE, LA 70810225-761-3673LinkedIn1-10 employeescomputer software

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$12.2M

+7.9% from 2023

Total participants

425

+14.2% from 2023

Average account balance

$28,833

-5.6% from 2023

Annual return

10.32%

+5.76 pp from 2023

Benchmarks

See 834 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort834 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

354

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$152

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784	Advisory (Participants)	$21,080
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027	Other Services	$5,395
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0194708	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$36K

$115 / participant

Investment mgmt$9322.6%
Contract admin$32K90.5%
Other / not subdivided$2K6.9%

% of EOY assets

0.292%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WSRP, LLC
Auditor EIN: 870517754
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,833

$45,022-36.0%

$85,126-66.1%

$77,714-62.9%

Participation rate

99.4%

48.7%+50.7pp

67.5%+31.8pp

70.6%+28.8pp

Annual return

10.32%

79.38%-69.1pp

66.63%-56.3pp

31.26%-20.9pp

Employer contribution / active EE

$4,784

$1,610+197.2%

$2,731+75.2%

$2,727+75.5%

Participant deferral / active EE

$987

$2,811-64.9%

$4,523-78.2%

$4,649-78.8%

Admin fee / account holder

$84

$913-90.8%

$6,160-98.6%

$433-80.5%

Provider

Service type

Compensation

CBIZ RETIREMENT PLAN SERVICES3+ years

Filed as: CBIZ INVESTMENT ADVISORY SERVICES

Service code 26 · EIN 81-3968784

Advisory (Participants)

$21,080

CBIZ RETIREMENT PLAN SERVICES3+ years

Filed as: CBIZ BENEFITS & INSURANCE SERVICES

Service code 49

4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027

Other Services

$5,395

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT INS & ANNUITY CO

Service code 26 · EIN 71-0194708

Advisory (Participants)

TIYA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIYA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion