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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $58,464 |
LPL FINANCIAL5 years Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $0 |
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.)
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 | $53,376 | $60,393-11.6% | $81,820-34.8% | $74,429-28.3% |
| Participation rate | 55.4% | 62.9%-7.5pp | 72.4%-17.0pp | 67.2%-11.8pp |
| Annual return | 15.71% | 16.89%-1.2pp | 777.93%-762.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,585 | $2,626-39.7% | $2,915-45.6% | $2,625-39.6% |
| Participant deferral / active EE | $3,158 | $3,397-7.0% | $4,323-26.9% | $4,348-27.4% |
| Admin fee / account holder | $313 | $1,491-79.0% | $7,391-95.8% | $1,944-83.9% |