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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 13 · EIN 74-2715820 | Contract Administrator | $26,723 |
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 | $414,151 | $65,083+536.3% | $143,788+188.0% | $66,930+518.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.90% | -11.13%-2.8pp | -0.03%-13.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $21,077 | $2,361+792.6% | $4,952+325.6% | $2,545+728.2% |
| Participant deferral / active EE | $11,565 | $2,920+296.1% | $5,638+105.1% | $4,238+172.9% |
| Admin fee / account holder | $228 | $502-54.6% | $14,675-98.4% | $593-61.6% |