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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $16,929 |
Annual investment return 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 | $144,821 | $84,493+71.4% | $125,381+15.5% | $66,938+116.3% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.5pp | 69.8%+14.1pp |
| Annual return | -21.11% | -8.49%-12.6pp | 572.31%-593.4pp | 1.58%-22.7pp |
| Employer contribution / active EE | $2,801 | $3,554-21.2% | $4,815-41.8% | $2,545+10.1% |
| Participant deferral / active EE | $12,549 | $6,783+85.0% | $7,448+68.5% | $4,238+196.1% |
| Admin fee / account holder | $114 | $685-83.4% | $10,007-98.9% | $594-80.8% |