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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $222,954 |
Service code 13 · EIN 47-1910719 | Contract Administrator | $78,925 |
TBS AGENCY INC3 years Service code 49 · EIN 52-1473914 | Other Services | $26,279 |
Service code 49 · EIN 13-3532742 | Other Services | $14,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,581 | $45,000-23.2% | $143,799-76.0% | $77,906-55.6% |
| Participation rate | 42.7% | 66.8%-24.1pp | 80.3%-37.6pp | 73.7%-31.0pp |
| Annual return | -14.38% | 29.03%-43.4pp | -0.04%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $1,519 | $1,870-18.8% | $4,952-69.3% | $2,846-46.6% |
| Participant deferral / active EE | $3,208 | $3,157+1.6% | $5,638-43.1% | $4,805-33.2% |
| Admin fee / account holder | $199 | $98+102.6% | $14,677-98.6% | $133+50.4% |