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| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC1 year Service code 27 · EIN 84-4383499 | Advisory (Plan) | $37,028 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $34,467 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,015 |
TAX FAVORED BENEFITS, INC.3 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $19,105 |
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 | $56,107 | $91,417-38.6% | $135,925-58.7% | $71,476-21.5% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.6pp | 67.9%+20.5pp |
| Annual return | 19.47% | 29.90%-10.4pp | 68.25%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,924 | $3,704-48.1% | $4,857-60.4% | $2,589-25.7% |
| Participant deferral / active EE | $11,304 | $7,093+59.4% | $7,759+45.7% | $4,290+163.5% |
| Admin fee / account holder | $344 | $1,266-72.8% | $10,764-96.8% | $1,587-78.3% |