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| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 27 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $77,677 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,345 |
TAX FAVORED BENEFITS, INC.4 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $9,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,610 | $101,672-28.6% | $147,117-50.6% | $74,478-2.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.62% | 8757.83%-8743.2pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,934 | $3,813-49.3% | $4,932-60.8% | $2,626-26.4% |
| Participant deferral / active EE | $11,263 | $7,305+54.2% | $8,065+39.7% | $4,350+158.9% |
| Admin fee / account holder | $367 | $1,753-79.1% | $12,993-97.2% | $1,946-81.1% |