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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 | Contract Administrator | $12,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,309 | $69,383-52.0% | $101,264-67.1% | $73,493-54.7% |
| Participation rate | 53.8% | 68.4%-14.6pp | 75.8%-22.1pp | 70.7%-16.9pp |
| Annual return | 12.19% | 18.46%-6.3pp | 46.48%-34.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $907 | $2,628-65.5% | $3,660-75.2% | $2,270-60.0% |
| Participant deferral / active EE | $1,457 | $3,301-55.9% | $4,370-66.7% | $3,740-61.0% |
| Admin fee / account holder | $303 | $704-57.0% | $5,947-94.9% | $513-41.0% |