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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $45,760 |
HUMMEL GROUP, INC.6 years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,634 | $80,763-63.3% | $102,412-71.1% | $74,459-60.2% |
| Participation rate | 61.9% | 65.7%-3.8pp | 74.5%-12.6pp | 67.2%-5.4pp |
| Annual return | 15.34% | 27.57%-12.2pp | 24.94%-9.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $980 | $3,160-69.0% | $3,870-74.7% | $2,626-62.7% |
| Participant deferral / active EE | $2,088 | $3,862-45.9% | $5,060-58.7% | $4,350-52.0% |
| Admin fee / account holder | $275 | $2,371-88.4% | $8,388-96.7% | $1,945-85.9% |