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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES6+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $19,473 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,993 | $73,497-74.2% | $67,221-71.7% | $73,497-74.2% |
| Participation rate | 96.6% | 70.7%+25.9pp | 79.4%+17.2pp | 70.7%+25.9pp |
| Annual return | 15.89% | 28.51%-12.6pp | 20.72%-4.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,869 | $2,270-17.7% | $3,723-49.8% | $2,270-17.7% |
| Participant deferral / active EE | $1,298 | $3,740-65.3% | $4,384-70.4% | $3,740-65.3% |
| Admin fee / account holder | $152 | $513-70.4% | $5,844-97.4% | $513-70.4% |