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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK1+ years Filed as: 1ST GLOBAL ADVISORS, INC. Service code 28 · EIN 75-2428870 12750 MERIT DRIVE · DALLAS, TX 75251 | Investment Management | $30,710 |
JULY BUSINESS SERVICES1+ years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $16,148 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,288 | $72,770-10.3% | $67,652-3.5% | $55,191+18.3% |
| Participation rate | 39.7% | 78.8%-39.1pp | 75.7%-36.0pp | 69.2%-29.5pp |
| Annual return | -1.14% | -3.26%+2.1pp | 6625.04%-6626.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $795 | $1,769-55.1% | $2,266-64.9% | $1,899-58.2% |
| Participant deferral / active EE | $1,516 | $3,408-55.5% | $3,560-57.4% | $3,046-50.2% |
| Admin fee / account holder | $388 | $79+391.9% | $4,821-92.0% | $91+327.0% |