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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, INC Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE , STE 1200 · WACO, TX 76701 | Contract Administrator | $13,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,645 | $48,576-71.9% | $169,452-91.9% | $56,287-75.8% |
| Participation rate | 48.7% | 65.8%-17.1pp | 77.8%-29.0pp | 69.9%-21.1pp |
| Annual return | -10.74% | -2.51%-8.2pp | 1.83%-12.6pp | -9.96%-0.8pp |
| Employer contribution / active EE | $1,304 | $1,559-16.4% | $4,157-68.6% | $2,111-38.2% |
| Participant deferral / active EE | $2,145 | $3,275-34.5% | $5,277-59.3% | $3,350-36.0% |
| Admin fee / account holder | $211 | $435-51.4% | $9,110-97.7% | $521-59.4% |