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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 | $156,616-100.0% | $133,346-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | -3.25% | 44.25%-47.5pp | 36.85%-40.1pp | 202.70%-205.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |