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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2+ years Service code 13 · EIN 74-2715820 | Contract Administrator | $7,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,896 | $46,732+518.2% | $156,551+84.5% | $55,167+423.7% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 5.20% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $858 | $2,105-59.2% | $5,501-84.4% | $1,963-56.3% |
| Participant deferral / active EE | $1,560 | $2,204-29.2% | $4,871-68.0% | $3,054-48.9% |
| Admin fee / account holder | $5,632 | $418+1246.2% | $13,028-56.8% | $504+1017.7% |