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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $58,612 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,023 |
ACUFF & ASSOCIATES, INC.6 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,200 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,957 | $89,123+54.8% | $102,460+34.6% | $77,762+77.4% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.7pp |
| Annual return | 13.98% | 25.05%-11.1pp | 29.47%-15.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $5,953 | $2,700+120.5% | $3,025+96.8% | $2,728+118.2% |
| Participant deferral / active EE | $4,559 | $5,148-11.4% | $5,056-9.8% | $4,651-2.0% |
| Admin fee / account holder | $344 | $236+45.9% | $9,460-96.4% | $433-20.5% |