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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 74-2531836 P.O. BOX 4083 · TEMPLE, TX 76505 | Accounting | $10,900 |
JULY BUSINESS SERVICES6+ years Service code 13 · EIN 74-2715820 P.O. BOX 2203 · WACO, TX 76703 | Contract Administrator | $4,880 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,486 | $98,776-66.1% | $149,745-77.6% | $79,856-58.1% |
| Participation rate | 51.3% | 75.8%-24.5pp | 82.5%-31.2pp | 69.6%-18.3pp |
| Annual return | 9.13% | 27.38%-18.2pp | 276.72%-267.6pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $585 | $5,681-89.7% | $6,843-91.5% | $3,741-84.4% |
| Admin fee / account holder | $579 | $6,053-90.4% | $9,312-93.8% | $5,306-89.1% |