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 SERVICES3 years Filed as: JULY BUSINESS SERVICES, INC Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $57,682 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,260 | $40,174-59.5% | $84,023-80.6% | $67,582-75.9% |
| Participation rate | 59.9% | 62.7%-2.8pp | 69.0%-9.1pp | 71.3%-11.4pp |
| Annual return | 30.87% | 25.82%+5.1pp | 71.32%-40.4pp | 378.57%-347.7pp |
| Employer contribution / active EE | $881 | $808+9.1% | $1,984-55.6% | $2,148-59.0% |
| Participant deferral / active EE | $2,272 | $2,301-1.2% | $3,239-29.9% | $3,539-35.8% |
| Admin fee / account holder | $154 | $128+19.9% | $6,102-97.5% | $142+8.1% |