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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Contract Administrator | $49,352 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,393 | $48,064-74.2% | $78,778-84.3% | $69,631-82.2% |
| Participation rate | 86.6% | 61.6%+25.0pp | 69.2%+17.4pp | 70.7%+15.9pp |
| Annual return | 51.80% | 21.81%+30.0pp | 35.62%+16.2pp | 27571.02%-27519.2pp |
| Employer contribution / active EE | $531 | $744-28.6% | $1,986-73.3% | $2,032-73.9% |
| Participant deferral / active EE | $2,971 | $2,079+42.9% | $2,958+0.4% | $3,224-7.8% |
| Admin fee / account holder | $106 | $152-30.6% | $5,134-97.9% | $110-4.5% |