Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $35,707 |
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 | $107,543 | $89,652+20.0% | $141,191-23.8% | $65,185+65.0% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.5%+9.8pp | 70.2%+22.1pp |
| Annual return | 25.25% | 32.79%-7.5pp | 71.41%-46.2pp | 29.38%-4.1pp |
| Employer contribution / active EE | $5,178 | $3,065+68.9% | $4,736+9.3% | $2,177+137.9% |
| Participant deferral / active EE | $6,715 | $5,691+18.0% | $6,710+0.1% | $3,514+91.1% |
| Admin fee / account holder | $236 | $569-58.4% | $10,264-97.7% | $847-72.1% |