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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 36-3580924 | Other Services | $7,948 |
TBS AGENCY INC4 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,285 | $88,137-11.2% | $164,975-52.5% | $74,429+5.2% |
| Participation rate | 66.2% | 73.1%-6.9pp | 78.6%-12.4pp | 67.2%-1.0pp |
| Annual return | 14.17% | 17.13%-3.0pp | 70.12%-55.9pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $997 | $2,597-61.6% | $4,343-77.0% | $2,625-62.0% |
| Participant deferral / active EE | $3,186 | $4,501-29.2% | $6,033-47.2% | $4,348-26.7% |
| Admin fee / account holder | $302 | $2,231-86.5% | $12,688-97.6% | $1,944-84.5% |