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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC2 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $22,292 |
Service code 49 · EIN 36-3580924 | Other Services | $2,706 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,414 | $86,692-21.1% | $119,634-42.8% | $66,949+2.2% |
| Participation rate | 65.5% | 75.6%-10.1pp | 79.3%-13.8pp | 69.8%-4.4pp |
| Annual return | -16.82% | -8.00%-8.8pp | -14.98%-1.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $887 | $2,536-65.0% | $4,232-79.0% | $2,545-65.1% |
| Participant deferral / active EE | $3,378 | $4,360-22.5% | $5,601-39.7% | $4,239-20.3% |
| Admin fee / account holder | $345 | $755-54.2% | $10,329-96.7% | $594-41.8% |