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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 14 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Plan Administrator | $62,906 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $42,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,016 | $50,820-23.2% | $155,567-74.9% | $77,671-49.8% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.7pp | 70.6%+10.3pp |
| Annual return | 18.99% | 34.85%-15.9pp | 64.74%-45.7pp | 31.21%-12.2pp |
| Employer contribution / active EE | $1,363 | $1,993-31.6% | $4,674-70.8% | $2,726-50.0% |
| Participant deferral / active EE | $2,089 | $2,823-26.0% | $5,628-62.9% | $4,648-55.1% |
| Admin fee / account holder | $241 | $436-44.8% | $15,916-98.5% | $430-44.1% |