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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $14,265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,513 | $65,186-74.7% | $61,048-73.0% | $65,186-74.7% |
| Participation rate | 91.3% | 70.2%+21.1pp | 79.3%+12.0pp | 70.2%+21.1pp |
| Annual return | 22.19% | 29.39%-7.2pp | 26.18%-4.0pp | 29.39%-7.2pp |
| Employer contribution / active EE | $1,911 | $2,177-12.2% | $3,716-48.6% | $2,177-12.2% |
| Participant deferral / active EE | $1,095 | $3,514-68.8% | $4,470-75.5% | $3,514-68.8% |
| Admin fee / account holder | $128 | $847-84.9% | $3,728-96.6% | $847-84.9% |