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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 590 MADISON AVE # 21 · NEW YORK, NY 10022 | Advisory (Plan) | $19,959 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $3,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,653 | $65,083-49.8% | $143,788-77.3% | $66,930-51.2% |
| Participation rate | 24.3% | 65.2%-40.9pp | 80.3%-56.0pp | 69.8%-45.5pp |
| Annual return | -11.69% | -11.13%-0.6pp | -0.03%-11.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $377 | $2,361-84.0% | $4,952-92.4% | $2,545-85.2% |
| Participant deferral / active EE | $1,009 | $2,920-65.4% | $5,638-82.1% | $4,238-76.2% |
| Admin fee / account holder | $596 | $502+18.6% | $14,675-95.9% | $593+0.4% |