Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-0274463 | Advisory (Participants) | $16,439 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $12,691 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,987 | $104,482-71.3% | $159,455-81.2% | $79,393-62.2% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 15.64% | 67.96%-52.3pp | 263.63%-248.0pp | 116.87%-101.2pp |
| Employer contribution / active EE | $1,189 | $3,416-65.2% | $4,830-75.4% | $2,428-51.0% |
| Participant deferral / active EE | $2,965 | $6,467-54.2% | $7,353-59.7% | $4,046-26.7% |
| Admin fee / account holder | $256 | $711-64.1% | $10,800-97.6% | $627-59.2% |