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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $31,260 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,510 | $59,328+57.6% | $118,946-21.4% | $73,493+27.2% |
| Participation rate | 21.1% | 62.3%-41.2pp | 75.4%-54.3pp | 70.7%-49.6pp |
| Annual return | 14.50% | 19.13%-4.6pp | 35.89%-21.4pp | 28.51%-14.0pp |
| Employer contribution / active EE | $643 | $1,803-64.3% | $3,263-80.3% | $2,270-71.7% |
| Participant deferral / active EE | $1,157 | $2,604-55.6% | $4,266-72.9% | $3,740-69.1% |
| Admin fee / account holder | $1,158 | $600+92.9% | $6,581-82.4% | $513+125.7% |