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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $58,079 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,737 | $95,388-87.7% | $125,381-90.6% | $77,906-84.9% |
| Participation rate | 70.7% | 78.6%-7.9pp | 82.4%-11.7pp | 73.7%-3.0pp |
| Annual return | 386.44% | 116.19%+270.2pp | 572.31%-185.9pp | 12.16%+374.3pp |
| Employer contribution / active EE | $1,145 | $3,666-68.8% | $4,815-76.2% | $2,846-59.8% |
| Participant deferral / active EE | $2,548 | $7,711-67.0% | $7,448-65.8% | $4,805-47.0% |
| Admin fee / account holder | $59 | $119-50.0% | $10,007-99.4% | $133-55.1% |