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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 | $88,203-11.2% | $165,100-52.6% | $74,478+5.1% |
| Participation rate | 66.2% | 73.1%-6.9pp | 78.6%-12.4pp | 67.2%-1.0pp |
| Annual return | 14.17% | 17.13%-3.0pp | 70.21%-56.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $997 | $2,601-61.7% | $4,348-77.1% | $2,626-62.0% |
| Participant deferral / active EE | $3,186 | $4,505-29.3% | $6,035-47.2% | $4,350-26.8% |
| Admin fee / account holder | $302 | $2,235-86.5% | $12,696-97.6% | $1,946-84.5% |