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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, INC Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $41,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,245 | $35,485-68.3% | $74,551-84.9% | $55,725-79.8% |
| Participation rate | 50.5% | 62.5%-12.0pp | 69.1%-18.6pp | 70.9%-20.3pp |
| Annual return | -14.95% | 0.72%-15.7pp | 32.53%-47.5pp | 244.93%-259.9pp |
| Employer contribution / active EE | $1,352 | $777+74.0% | $1,961-31.0% | $2,078-34.9% |
| Participant deferral / active EE | $1,973 | $2,181-9.5% | $3,108-36.5% | $3,356-41.2% |
| Admin fee / account holder | $130 | $114+13.9% | $5,059-97.4% | $115+13.1% |