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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,317 |
Filed as: AGGREGATE RETIREMENT Service code 13 · EIN 47-1910719 | Contract Administrator | $45,808 |
TBS AGENCY INC1 year Filed as: TBS AGENCY INC. Service code 49 · EIN 52-1473914 | Other Services | $6,416 |
Filed as: ADVANTAGE BENEFITS CONSULTANTS, INC Service code 49 · EIN 13-3532742 | Other Services | $5,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $24,858 | $101,523-75.5% | $141,191-82.4% | $77,775-68.0% |
| Participation rate | 35.5% | 77.4%-41.9pp | 82.5%-47.0pp | 73.2%-37.8pp |
| Annual return | 34.86% | 56.22%-21.4pp | 71.41%-36.5pp | 32.58%+2.3pp |
| Employer contribution / active EE | $992 | $3,341-70.3% | $4,736-79.1% | $2,504-60.4% |
| Participant deferral / active EE | $1,943 | $6,434-69.8% | $6,710-71.0% | $3,966-51.0% |
| Admin fee / account holder | $172 | $92+87.5% | $10,264-98.3% | $100+71.5% |