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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 27 1881 W. MAUMEE ST. · ADRIAN, MI 49221 | Advisory (Plan) | $34,952 |
MATRIX TRUST COMPANY1 year Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Custodial (other than securities) | $7,663 |
JULY BUSINESS SERVICES5 years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $2,230 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,946 | $62,715+41.8% | $104,301-14.7% | $66,930+32.9% |
| Participation rate | 22.9% | 59.6%-36.7pp | 73.3%-50.4pp | 69.8%-47.0pp |
| Annual return | -16.90% | -14.70%-2.2pp | 24.61%-41.5pp | 1.57%-18.5pp |
| Employer contribution / active EE | $715 | $1,976-63.8% | $3,373-78.8% | $2,545-71.9% |
| Participant deferral / active EE | $1,308 | $2,852-54.1% | $4,626-71.7% | $4,238-69.1% |
| Admin fee / account holder | $1,400 | $657+113.2% | $7,340-80.9% | $593+135.9% |