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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $19,765 |
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 | $81,962 | $73,102+12.1% | $123,552-33.7% | $56,287+45.6% |
| Participation rate | 90.9% | 74.3%+16.6pp | 82.3%+8.6pp | 69.9%+21.1pp |
| Annual return | -4.71% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,356 | $2,977+46.3% | $4,628-5.9% | $2,111+106.3% |
| Participant deferral / active EE | $6,058 | $5,423+11.7% | $6,426-5.7% | $3,350+80.8% |
| Admin fee / account holder | $360 | $554-35.0% | $9,285-96.1% | $521-30.9% |