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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,615 |
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $22,722 |
Service code 49 601 W CAMPUS DRIVE B4 · ARLINGTON HEIGHTS, IL 60004 | Other Services | $9,042 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,612 | $82,978-11.3% | $129,995-43.4% | $71,457+3.0% |
| Participation rate | 64.2% | 74.1%-9.8pp | 78.5%-14.2pp | 67.9%-3.7pp |
| Annual return | 19.14% | 20.60%-1.5pp | -137.18%+156.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $911 | $2,622-65.3% | $4,320-78.9% | $2,588-64.8% |
| Participant deferral / active EE | $3,065 | $4,432-30.8% | $5,820-47.3% | $4,289-28.5% |
| Admin fee / account holder | $305 | $1,729-82.4% | $10,614-97.1% | $1,587-80.8% |