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 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 | $58,923-34.6% | $97,167-60.3% | $74,546-48.3% |
| Participation rate | 75.1% | 63.6%+11.6pp | 72.7%+2.5pp | 67.2%+7.9pp |
| Annual return | 13.29% | 16.04%-2.7pp | 75.27%-62.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,378 | $1,894-27.2% | $2,729-49.5% | $2,624-47.5% |
| Participant deferral / active EE | $2,175 | $3,664-40.7% | $4,264-49.0% | $4,347-50.0% |
| Admin fee / account holder | $285 | $1,974-85.6% | $5,650-95.0% | $1,944-85.3% |