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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, INC Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $21,961 |
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.
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 | $9,273 | $48,064-80.7% | $78,778-88.2% | $69,631-86.7% |
| Participation rate | 45.1% | 61.6%-16.5pp | 69.2%-24.1pp | 70.7%-25.6pp |
| Annual return | 166.34% | 21.81%+144.5pp | 35.62%+130.7pp | 27571.02%-27404.7pp |
| Employer contribution / active EE | $971 | $744+30.6% | $1,986-51.1% | $2,032-52.2% |
| Participant deferral / active EE | $1,374 | $2,079-33.9% | $2,958-53.6% | $3,224-57.4% |
| Admin fee / account holder | $90 | $152-41.0% | $5,134-98.3% | $110-18.8% |