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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $26,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,171 | $65,557+2.5% | $105,738-36.5% | $56,287+19.3% |
| Participation rate | 17.7% | 63.4%-45.7pp | 76.3%-58.6pp | 69.9%-52.2pp |
| Annual return | -8.84% | -1.32%-7.5pp | 6.27%-15.1pp | -9.96%+1.1pp |
| Employer contribution / active EE | $440 | $1,788-75.4% | $3,268-86.5% | $2,111-79.2% |
| Participant deferral / active EE | $850 | $2,418-64.8% | $4,080-79.2% | $3,350-74.6% |
| Admin fee / account holder | $1,093 | $561+94.7% | $6,913-84.2% | $521+109.8% |