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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES5+ years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $23,265 |
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.)
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 | $70,524 | $49,138+43.5% | $84,023-16.1% | $65,186+8.2% |
| Participation rate | 34.0% | 60.7%-26.7pp | 69.0%-35.0pp | 70.2%-36.2pp |
| Annual return | 18.00% | 23.00%-5.0pp | 71.32%-53.3pp | 29.39%-11.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,041 | $2,397-56.6% | $3,239-67.9% | $3,514-70.4% |
| Admin fee / account holder | $306 | $543-43.7% | $6,102-95.0% | $847-63.9% |