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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $41,697 |
DUBUQUE BANK & TRUST COMPANY3 years Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 15 · EIN 42-0223620 | Recordkeeping | $31,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,616 | $62,166-50.8% | $81,353-62.4% | $74,459-58.9% |
| Participation rate | 83.7% | 64.1%+19.7pp | 69.5%+14.2pp | 67.2%+16.5pp |
| Annual return | 11.66% | 16.50%-4.8pp | 24.82%-13.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,562 | $1,881-17.0% | $2,464-36.6% | $2,626-40.5% |
| Participant deferral / active EE | $4,540 | $3,223+40.9% | $3,885+16.9% | $4,350+4.4% |
| Admin fee / account holder | $396 | $1,925-79.4% | $5,766-93.1% | $1,945-79.6% |