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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,007 | $36,904-51.2% | $158,223-88.6% | $65,191-72.4% |
| Participation rate | 33.3% | 62.1%-28.8pp | 79.2%-45.9pp | 63.0%-29.7pp |
| Annual return | 12.42% | 24.43%-12.0pp | 52.09%-39.7pp | 51.24%-38.8pp |
| Employer contribution / active EE | $307 | $1,489-79.4% | $4,109-92.5% | $2,400-87.2% |
| Participant deferral / active EE | $817 | $1,936-57.8% | $5,467-85.0% | $2,671-69.4% |
| Admin fee / account holder | $191 | $793-76.0% | $16,047-98.8% | $907-79.0% |