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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 | $14,330 |
Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 26 125 GREENWICH AVE 3RD FLOOR · GREENWICH, CO 06830 | Advisory (Participants) | $5,391 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,492 | $89,225-65.8% | $133,698-77.2% | $74,478-59.1% |
| Participation rate | 32.9% | 69.4%-36.5pp | 76.4%-43.5pp | 67.2%-34.3pp |
| Annual return | 19.43% | 22.76%-3.3pp | 580.90%-561.5pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $1,174 | $2,816-58.3% | $4,218-72.2% | $2,626-55.3% |
| Participant deferral / active EE | $1,674 | $4,597-63.6% | $7,016-76.1% | $4,350-61.5% |
| Admin fee / account holder | $205 | $1,545-86.7% | $6,703-96.9% | $1,946-89.5% |