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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1+ years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,617 | $39,286-83.2% | $80,741-91.8% | $79,393-91.7% |
| Participation rate | 11.6% | 41.0%-29.4pp | 54.2%-42.6pp | 70.7%-59.1pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $785 | $1,264-37.9% | $2,145-63.4% | $4,046-80.6% |
| Admin fee / account holder | $3 | $647-99.5% | $3,380-99.9% | $627-99.5% |