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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $38,514 |
JULY BUSINESS SERVICES8+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $11,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,386 | $82,674+68.6% | $125,381+11.2% | $68,486+103.5% |
| Participation rate | 85.3% | 75.1%+10.3pp | 82.4%+3.0pp | 67.9%+17.4pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,800 | $6,111+11.3% | $7,448-8.7% | $4,028+68.8% |
| Admin fee / account holder | $485 | $6,277-92.3% | $10,007-95.2% | $5,404-91.0% |