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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,450 | $107,415-85.6% | $135,974-88.6% | $80,157-80.7% |
| Participation rate | 65.6% | 78.0%-12.4pp | 81.9%-16.3pp | 72.9%-7.3pp |
| Annual return | 71.78% | 91.99%-20.2pp | 68.30%+3.5pp | 40.39%+31.4pp |
| Employer contribution / active EE | $1,055 | $3,878-72.8% | $4,859-78.3% | $2,977-64.6% |
| Participant deferral / active EE | $2,722 | $8,189-66.8% | $7,760-64.9% | $5,015-45.7% |
| Admin fee / account holder | $97 | $127-23.4% | $10,767-99.1% | $145-32.9% |