Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,919-23.4% | $155,556-74.9% | $77,762-49.8% |
| Participation rate | 80.8% | 63.1%+17.8pp | 78.2%+2.6pp | 70.6%+10.3pp |
| Annual return | 18.99% | 34.84%-15.8pp | 64.84%-45.9pp | 31.27%-12.3pp |
| Employer contribution / active EE | $1,363 | $1,991-31.5% | $4,675-70.8% | $2,728-50.0% |
| Participant deferral / active EE | $2,089 | $2,824-26.0% | $5,631-62.9% | $4,651-55.1% |
| Admin fee / account holder | $241 | $437-44.9% | $15,885-98.5% | $433-44.4% |