Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $12,465 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,093 | $122,063-48.3% | $184,256-65.8% | $74,478-15.3% |
| Participation rate | 97.5% | 85.5%+12.1pp | 86.8%+10.7pp | 67.2%+30.3pp |
| Annual return | 14.64% | 19.92%-5.3pp | 28.85%-14.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $3,878 | $4,539-14.6% | $6,427-39.7% | $2,626+47.7% |
| Participant deferral / active EE | $5,335 | $7,144-25.3% | $9,133-41.6% | $4,350+22.6% |
| Admin fee / account holder | $51 | $1,253-95.9% | $13,899-99.6% | $1,946-97.4% |