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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $66,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,606 | $36,806+42.9% | $69,623-24.4% | $77,736-32.3% |
| Participation rate | 50.2% | 64.4%-14.2pp | 66.4%-16.2pp | 70.6%-20.4pp |
| Annual return | 16.78% | 38.81%-22.0pp | 101.23%-84.5pp | 31.26%-14.5pp |
| Employer contribution / active EE | $2,170 | $1,257+72.6% | $1,709+27.0% | $2,728-20.5% |
| Participant deferral / active EE | $4,372 | $2,738+59.7% | $2,890+51.3% | $4,651-6.0% |
| Admin fee / account holder | $146 | $507-71.3% | $4,696-96.9% | $433-66.4% |