Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4155219 100 N. CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Advisory (Participants) | $17,409 |
JULY BUSINESS SERVICES6+ years Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,611 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,139 | $54,573+52.3% | $90,970-8.6% | $73,497+13.1% |
| Participation rate | 27.2% | 61.2%-33.9pp | 69.0%-41.8pp | 70.7%-43.5pp |
| Annual return | 10.35% | 16.69%-6.3pp | 134.60%-124.2pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $985 | $2,517-60.9% | $3,373-70.8% | $3,740-73.7% |
| Admin fee / account holder | $334 | $521-36.0% | $5,961-94.4% | $513-35.0% |