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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $34,421 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $22,425 |
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.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,257 | $89,465-67.3% | $165,071-82.3% | $77,736-62.4% |
| Participation rate | 65.3% | 78.6%-13.3pp | 78.6%-13.3pp | 70.6%-5.3pp |
| Annual return | 13.26% | 28.86%-15.6pp | 70.17%-56.9pp | 31.26%-18.0pp |
| Employer contribution / active EE | $95 | $2,565-96.3% | $4,347-97.8% | $2,728-96.5% |
| Participant deferral / active EE | $1,576 | $4,904-67.9% | $6,035-73.9% | $4,651-66.1% |
| Admin fee / account holder | $176 | $340-48.2% | $12,695-98.6% | $433-59.4% |