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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES8+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $19,558 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,233 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 9.21% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $158 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |