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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 4135 NW URBANDALE DR · DRURBANDALE, IA 50322 | Advisory (Participants) | $10,953 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TN 76701 | Recordkeeping | $8,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,597 | $104,482-77.4% | $159,455-85.2% | $79,393-70.3% |
| Participation rate | 68.2% | 76.6%-8.4pp | 82.8%-14.6pp | 70.7%-2.5pp |
| Annual return | 13.81% | 67.96%-54.2pp | 263.63%-249.8pp | 116.87%-103.1pp |
| Employer contribution / active EE | $1,510 | $3,416-55.8% | $4,830-68.7% | $2,428-37.8% |
| Participant deferral / active EE | $2,294 | $6,467-64.5% | $7,353-68.8% | $4,046-43.3% |
| Admin fee / account holder | $218 | $711-69.3% | $10,800-98.0% | $627-65.2% |