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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 | Contract Administrator | $8,691 |
Service code 27 672 MAIN STREET, SUITE 300 · LA FAYETTE, IN 47901 | Advisory (Plan) | $8,237 |
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 | $21,267 | $65,125-67.3% | $143,797-85.2% | $66,949-68.2% |
| Participation rate | 39.3% | 65.2%-25.9pp | 80.3%-41.0pp | 69.8%-30.5pp |
| Annual return | -16.73% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $508 | $2,362-78.5% | $4,952-89.7% | $2,545-80.1% |
| Participant deferral / active EE | $988 | $2,920-66.2% | $5,638-82.5% | $4,239-76.7% |
| Admin fee / account holder | $250 | $503-50.3% | $14,679-98.3% | $594-57.9% |