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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES9+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $41,596 |
Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $19,135 |
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 | $179,975 | $93,589+92.3% | $135,942+32.4% | $75,181+139.4% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 17.68% | 30.90%-13.2pp | 68.28%-50.6pp | 160.69%-143.0pp |
| Employer contribution / active EE | $3,024 | $3,537-14.5% | $4,858-37.7% | $2,671+13.2% |
| Participant deferral / active EE | $7,874 | $6,405+22.9% | $7,759+1.5% | $4,126+90.8% |
| Admin fee / account holder | $557 | $6,977-92.0% | $10,764-94.8% | $5,650-90.1% |