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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,007 | $36,002-50.0% | $161,489-88.8% | $64,728-72.2% |
| Participation rate | 33.3% | 57.4%-24.2pp | 78.7%-45.4pp | 57.9%-24.6pp |
| Annual return | 12.42% | 33.93%-21.5pp | 89.72%-77.3pp | 49.38%-37.0pp |
| Employer contribution / active EE | $307 | $1,380-77.8% | $4,268-92.8% | $2,243-86.3% |
| Participant deferral / active EE | $817 | $1,815-55.0% | $5,630-85.5% | $2,729-70.0% |
| Admin fee / account holder | $191 | $931-79.5% | $16,006-98.8% | $1,145-83.4% |