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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5 years Service code 13 · EIN 74-2715820 | Contract Administrator | $67,848 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 18 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 152224236 | Trustee (directed); Custodial (securi... | $21,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,602 | $55,437+680.3% | $155,534+178.1% | $74,459+481.0% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 13.89% | 269.58%-255.7pp | 64.92%-51.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $20,010 | $2,266+783.1% | $4,675+328.1% | $2,626+662.1% |
| Participant deferral / active EE | $11,006 | $2,837+287.9% | $5,630+95.5% | $4,350+153.0% |
| Admin fee / account holder | $764 | $1,742-56.2% | $15,900-95.2% | $1,945-60.7% |