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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 | $48,435 |
Filed as: OHNWARD FINANCIAL ADVISOR SERVICES Service code 26 203 NORTH MAIN STREET · MAQUOKETA, IA 52060 | Advisory (Participants) | $27,410 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,419 | $47,163-69.4% | $149,696-90.4% | $74,460-80.6% |
| Participation rate | 80.9% | 63.4%+17.4pp | 78.8%+2.1pp | 70.7%+10.1pp |
| Annual return | 12.02% | 22.75%-10.7pp | 134.46%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,094 | $1,907-42.6% | $4,821-77.3% | $2,638-58.5% |
| Participant deferral / active EE | $1,506 | $2,730-44.9% | $5,682-73.5% | $4,530-66.8% |
| Admin fee / account holder | $106 | $343-69.0% | $13,212-99.2% | $348-69.4% |