Filed February 5, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $32,249 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,116 | $125,758-40.3% | $169,993-55.8% | $75,163-0.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.75% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,184 | $4,615-31.0% | $6,785-53.1% | $2,670+19.2% |
| Participant deferral / active EE | $4,121 | $6,837-39.7% | $10,408-60.4% | $4,125-0.1% |
| Admin fee / account holder | $262 | $8,173-96.8% | $12,815-98.0% | $5,651-95.4% |