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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $238,880 |
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 | $15,450 | $107,459-85.6% | $135,903-88.6% | $80,160-80.7% |
| Participation rate | 65.6% | 78.0%-12.5pp | 81.9%-16.3pp | 72.9%-7.3pp |
| Annual return | 71.78% | 91.91%-20.1pp | 68.23%+3.5pp | 40.38%+31.4pp |
| Employer contribution / active EE | $1,055 | $3,877-72.8% | $4,856-78.3% | $2,978-64.6% |
| Participant deferral / active EE | $2,722 | $8,195-66.8% | $7,758-64.9% | $5,017-45.8% |
| Admin fee / account holder | $97 | $127-23.4% | $10,762-99.1% | $145-32.9% |