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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $17,333 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,158 | $148,623+8.4% | $135,974+18.5% | $139,466+15.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 20.14% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $29,562 | $5,246+463.5% | $4,859+508.4% | $4,754+521.8% |
| Participant deferral / active EE | $110,096 | $8,103+1258.8% | $7,760+1318.8% | $6,712+1540.3% |
| Admin fee / account holder | $238 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |