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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $59,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,728 | $75,183-8.6% | $123,894-44.5% | $55,167+24.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 81.4%+7.5pp | 69.0%+19.9pp |
| Annual return | 8.56% | 19.01%-10.4pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,938 | $2,823+39.5% | $4,617-14.7% | $1,963+100.6% |
| Participant deferral / active EE | $4,980 | $5,084-2.0% | $5,984-16.8% | $3,054+63.1% |
| Admin fee / account holder | $416 | $663-37.2% | $8,357-95.0% | $504-17.4% |