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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 15 · EIN 74-2715820 | Recordkeeping | $326,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,350 | $122,186-85.0% | $146,958-87.5% | $199,593-90.8% |
| Participation rate | 64.6% | 78.3%-13.7pp | 82.2%-17.6pp | 72.0%-7.4pp |
| Annual return | 50.90% | 30.56%+20.3pp | 418.34%-367.4pp | 34.25%+16.7pp |
| Employer contribution / active EE | $1,459 | $4,093-64.4% | $4,933-70.4% | $3,034-51.9% |
| Participant deferral / active EE | $2,987 | $8,502-64.9% | $8,070-63.0% | $5,087-41.3% |
| Admin fee / account holder | $124 | $179-30.5% | $12,998-99.0% | $269-53.8% |