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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Contract Administrator | $15,584 |
LPL FINANCIAL4+ years Service code 26 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $8,602 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,127 | $73,404-57.6% | $87,104-64.3% | $67,579-53.9% |
| Participation rate | 34.1% | 80.9%-46.7pp | 76.9%-42.8pp | 71.3%-37.2pp |
| Annual return | 4.09% | 48.29%-44.2pp | 28.19%-24.1pp | 378.56%-374.5pp |
| Employer contribution / active EE | $839 | $2,014-58.4% | $2,521-66.7% | $2,148-61.0% |
| Participant deferral / active EE | $1,376 | $3,913-64.8% | $4,048-66.0% | $3,539-61.1% |
| Admin fee / account holder | $262 | $142+84.7% | $7,491-96.5% | $142+83.8% |