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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TX 76701 | Recordkeeping | $33,450 |
Service code 26 3524 COMMERCE PARKWAY · WOOSTER, OH 44691 | Advisory (Participants) | $30,018 |
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 | $57,167 | $55,446+3.1% | $155,574-63.3% | $74,429-23.2% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 14.60% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,644 | $2,266+60.8% | $4,676-22.1% | $2,625+38.8% |
| Participant deferral / active EE | $6,617 | $2,836+133.3% | $5,629+17.5% | $4,348+52.2% |
| Admin fee / account holder | $274 | $1,743-84.3% | $15,914-98.3% | $1,944-85.9% |