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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $27,212 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,710 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $2,654 |
PENSION ASSURANCE LLP4 years Filed as: PENSION & BENEFITS SOLUTIONS Service code 13 | Contract Administrator | $1,716 |
Filed as: SCHUMANN ADRIANO & COMPANY PLLC Service code 10 2432 W PEORIA AVE STE 1282 · PHOENIX, AZ 85029 | Accounting | $977 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $112,729-100.0% | $98,716-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | -3.25% | 38.48%-41.7pp | 31.81%-35.1pp | 220.34%-223.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |