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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $47,873 |
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 | $78,391 | $80,753-2.9% | $136,298-42.5% | $62,293+25.8% |
| Participation rate | 86.0% | 73.5%+12.5pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 22.89% | 35.83%-12.9pp | 5156.27%-5133.4pp | 28.90%-6.0pp |
| Employer contribution / active EE | $4,065 | $2,884+41.0% | $4,696-13.4% | $2,042+99.0% |
| Participant deferral / active EE | $4,815 | $5,164-6.8% | $6,247-22.9% | $3,169+51.9% |
| Admin fee / account holder | $292 | $525-44.4% | $9,244-96.8% | $479-39.1% |