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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $761,641 |
DA DAVIDSON & CO7+ years Filed as: D.A. DAVIDSON & CO. Service code 19 110 SOUTH REGENT ST. · SALT LAKE CITY, UT 84111 | Securities Custodian | $0 |
JONES SIMKINS LLC6 years Service code 10 · EIN 46-1592906 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,768 | $100,061+50.7% | $120,344+25.3% | $64,728+132.9% |
| Participation rate | 98.2% | 79.8%+18.4pp | 76.7%+21.5pp | 57.9%+40.3pp |
| Annual return | 6.37% | 16.53%-10.2pp | 20.30%-13.9pp | 49.38%-43.0pp |
| Employer contribution / active EE | $7,450 | $3,112+139.4% | $3,020+146.7% | $2,243+232.2% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $1,070 | $428+149.7% | $12,742-91.6% | $1,145-6.6% |