Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $1,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,530 | $130,294-58.1% | $170,043-67.9% | $71,511-23.7% |
| Participation rate | 98.6% | 86.2%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 16.06% | 20.36%-4.3pp | 53.40%-37.3pp | 28.86%-12.8pp |
| Employer contribution / active EE | $3,878 | $4,385-11.6% | $6,790-42.9% | $2,589+49.8% |
| Participant deferral / active EE | $5,557 | $6,928-19.8% | $10,410-46.6% | $4,291+29.5% |
| Admin fee / account holder | $6 | $966-99.4% | $12,824-100.0% | $1,588-99.6% |