Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 14 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Plan Administrator | $6,731 |
Filed as: MONEY CONCEPTS CAPITAL CORP. Service code 27 · EIN 59-2268067 11440 NORTH JOG ROAD · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $2,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,556 | $72,639-86.8% | $90,766-89.5% | $66,949-85.7% |
| Participation rate | 25.9% | 73.7%-47.8pp | 75.7%-49.8pp | 69.8%-43.9pp |
| Annual return | -19.87% | -12.28%-7.6pp | -12.16%-7.7pp | 1.57%-21.4pp |
| Employer contribution / active EE | $269 | $2,369-88.6% | $2,922-90.8% | $2,545-89.4% |
| Participant deferral / active EE | $825 | $3,979-79.3% | $4,565-81.9% | $4,239-80.5% |
| Admin fee / account holder | $116 | $708-83.7% | $8,446-98.6% | $594-80.5% |