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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 4135 NW URBANDALE DR · DRURBANDALE, IA 50322 | Advisory (Participants) | $10,668 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TN 76701 | Recordkeeping | $8,290 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,962 | $84,487-69.3% | $125,339-79.3% | $66,914-61.2% |
| Participation rate | 64.8% | 76.4%-11.6pp | 82.4%-17.6pp | 69.8%-5.0pp |
| Annual return | -10.82% | -8.39%-2.4pp | 572.05%-582.9pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,724 | $3,553-51.5% | $4,814-64.2% | $2,544-32.2% |
| Participant deferral / active EE | $2,513 | $6,781-62.9% | $7,446-66.3% | $4,237-40.7% |
| Admin fee / account holder | $275 | $685-59.8% | $10,010-97.2% | $593-53.6% |