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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 | Custodial (securities); Custodial (ot... | $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 | $55,472+679.9% | $155,567+178.1% | $74,546+480.3% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 13.89% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $20,010 | $2,269+782.0% | $4,674+328.1% | $2,624+662.5% |
| Participant deferral / active EE | $11,006 | $2,838+287.9% | $5,628+95.6% | $4,347+153.2% |
| Admin fee / account holder | $764 | $1,743-56.2% | $15,916-95.2% | $1,944-60.7% |