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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $14,000 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $4,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,776 | $50,820-80.8% | $155,567-93.7% | $77,671-87.4% |
| Participation rate | 33.7% | 63.1%-29.4pp | 78.2%-44.5pp | 70.6%-36.9pp |
| Annual return | 10.40% | 34.85%-24.4pp | 64.74%-54.3pp | 31.21%-20.8pp |
| Employer contribution / active EE | $356 | $1,993-82.1% | $4,674-92.4% | $2,726-86.9% |
| Participant deferral / active EE | $779 | $2,823-72.4% | $5,628-86.2% | $4,648-83.2% |
| Admin fee / account holder | $111 | $436-74.6% | $15,916-99.3% | $430-74.3% |