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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES6+ years Service code 13 · EIN 74-2715820 | Contract Administrator | $8,531 |
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 | $24,638 | $91,179-73.0% | $178,499-86.2% | $79,852-69.1% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 12.55% | 24.19%-11.6pp | 151.10%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,152 | $3,256-64.6% | $5,011-77.0% | $2,471-53.4% |
| Participant deferral / active EE | $1,979 | $3,236-38.8% | $5,202-61.9% | $3,740-47.1% |
| Admin fee / account holder | $309 | $6,749-95.4% | $13,986-97.8% | $5,306-94.2% |