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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,821 | $84,487+71.4% | $125,339+15.5% | $66,914+116.4% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.6pp | 69.8%+14.1pp |
| Annual return | -21.11% | -8.39%-12.7pp | 572.05%-593.2pp | 1.58%-22.7pp |
| Employer contribution / active EE | $2,801 | $3,553-21.2% | $4,814-41.8% | $2,544+10.1% |
| Participant deferral / active EE | $12,549 | $6,781+85.1% | $7,446+68.5% | $4,237+196.2% |
| Admin fee / account holder | $114 | $685-83.4% | $10,010-98.9% | $593-80.8% |