Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $21,869 |
FARO ADVISORY3 years Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $19,847 |
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 | $18,007 | $38,165-52.8% | $189,758-90.5% | $69,255-74.0% |
| Participation rate | 33.3% | 66.7%-33.4pp | 79.8%-46.5pp | 69.0%-35.7pp |
| Annual return | 12.42% | 14.65%-2.2pp | 52.62%-40.2pp | 26.73%-14.3pp |
| Employer contribution / active EE | $307 | $1,589-80.7% | $4,767-93.6% | $2,645-88.4% |
| Participant deferral / active EE | $817 | $2,073-60.6% | $5,856-86.0% | $2,890-71.7% |
| Admin fee / account holder | $191 | $714-73.3% | $20,388-99.1% | $733-74.0% |