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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $7,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,481 | $58,093-61.3% | $80,022-71.9% | $56,287-60.1% |
| Participation rate | 43.9% | 73.6%-29.7pp | 75.8%-31.9pp | 69.9%-26.0pp |
| Annual return | -3.25% | 34.63%-37.9pp | 11.22%-14.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $376 | $1,933-80.5% | $2,468-84.8% | $2,111-82.2% |
| Participant deferral / active EE | $1,689 | $3,136-46.1% | $3,686-54.2% | $3,350-49.6% |
| Admin fee / account holder | $287 | $623-53.9% | $6,521-95.6% | $521-44.9% |