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 |
|---|---|---|
NETWELLTH LLC2 years Service code 26 · EIN 83-2771153 2269 SOUTH UNIVERSITY DRIVE · DAVIE, FL 33324 | Advisory (Participants) | $21,540 |
JULY BUSINESS SERVICES2 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $9,279 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,125 | $54,573+4.7% | $90,970-37.2% | $73,497-22.3% |
| Participation rate | 56.6% | 61.2%-4.5pp | 69.0%-12.4pp | 70.7%-14.0pp |
| Annual return | 13.23% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,932 | $2,517+16.5% | $3,373-13.1% | $3,740-21.6% |
| Admin fee / account holder | $504 | $521-3.4% | $5,961-91.5% | $513-1.8% |