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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, INC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Recordkeeping | $25,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,351 | $54,573-37.1% | $90,970-62.2% | $73,493-53.3% |
| Participation rate | 44.8% | 61.2%-16.3pp | 69.0%-24.2pp | 70.7%-25.9pp |
| Annual return | 15.98% | 16.69%-0.7pp | 134.58%-118.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,747 | $2,517+9.1% | $3,373-18.6% | $3,740-26.5% |
| Admin fee / account holder | $246 | $521-52.8% | $5,960-95.9% | $513-52.0% |