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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5 years Service code 15 · EIN 74-2715820 | Recordkeeping | $40,787 |
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 | $38,548 | $59,006-34.7% | $97,197-60.3% | $74,429-48.2% |
| Participation rate | 75.1% | 63.7%+11.4pp | 72.7%+2.5pp | 67.2%+7.9pp |
| Annual return | 13.29% | 16.04%-2.8pp | 75.47%-62.2pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,378 | $1,894-27.2% | $2,723-49.4% | $2,625-47.5% |
| Participant deferral / active EE | $2,175 | $3,671-40.8% | $4,263-49.0% | $4,348-50.0% |
| Admin fee / account holder | $285 | $1,974-85.6% | $5,637-94.9% | $1,944-85.3% |