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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES10+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $29,458 |
Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $29,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,635 | $102,429+107.6% | $147,096+44.6% | $80,925+162.8% |
| Participation rate | 89.4% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 13.66% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,472 | $3,716-6.6% | $4,936-29.7% | $2,756+26.0% |
| Participant deferral / active EE | $8,916 | $6,649+34.1% | $8,071+10.5% | $4,299+107.4% |
| Admin fee / account holder | $687 | $7,957-91.4% | $13,005-94.7% | $6,940-90.1% |