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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $35,464 |
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 | $135,577 | $89,652+51.2% | $141,191-4.0% | $65,185+108.0% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.5%+3.9pp | 70.2%+16.2pp |
| Annual return | 24.55% | 32.79%-8.2pp | 71.41%-46.9pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,488 | $3,065-18.8% | $4,736-47.5% | $2,177+14.3% |
| Participant deferral / active EE | $10,230 | $5,691+79.8% | $6,710+52.5% | $3,514+191.1% |
| Admin fee / account holder | $187 | $569-67.1% | $10,264-98.2% | $847-77.9% |