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| Provider | Service type | Compensation |
|---|---|---|
NETWELLTH LLC3 years Service code 26 · EIN 83-2771153 2269 SOUTH UNIVERSITY DRIVE · DAVIE, FL 33324 | Advisory (Participants) | $25,358 |
JULY BUSINESS SERVICES3 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $9,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,609 | $59,220-7.8% | $96,570-43.5% | $79,391-31.2% |
| Participation rate | 65.8% | 61.9%+3.9pp | 69.8%-4.1pp | 70.7%-4.9pp |
| Annual return | 10.81% | 27.08%-16.3pp | 37.79%-27.0pp | 116.88%-106.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,608 | $2,948+22.4% | $3,849-6.3% | $4,046-10.8% |
| Admin fee / account holder | $507 | $659-22.9% | $6,182-91.8% | $627-19.0% |