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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $6,562 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,094 | $64,119-73.3% | $112,228-84.8% | $66,914-74.5% |
| Participation rate | 51.8% | 68.5%-16.6pp | 75.1%-23.2pp | 69.8%-18.0pp |
| Annual return | -17.22% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $362 | $3,005-88.0% | $3,635-90.0% | $2,544-85.8% |
| Participant deferral / active EE | $1,006 | $3,693-72.7% | $4,728-78.7% | $4,237-76.2% |
| Admin fee / account holder | $89 | $625-85.7% | $6,410-98.6% | $593-85.0% |