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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $8,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,154 | $66,124-60.4% | $90,430-71.1% | $73,493-64.4% |
| Participation rate | 55.7% | 69.7%-13.9pp | 72.7%-16.9pp | 70.7%-14.9pp |
| Annual return | 20.26% | 17.65%+2.6pp | 1293.73%-1273.5pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,473 | $2,346+5.4% | $3,262-24.2% | $2,270+9.0% |
| Participant deferral / active EE | $4,168 | $3,039+37.1% | $3,963+5.2% | $3,740+11.4% |
| Admin fee / account holder | $95 | $396-76.1% | $5,613-98.3% | $513-81.5% |