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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $17,708 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Float r... | $4,550 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 26 335 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10017 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,722 | $51,092+26.7% | $76,735-15.7% | $79,634-18.7% |
| Participation rate | 33.3% | 50.2%-17.0pp | 69.5%-36.2pp | 62.5%-29.2pp |
| Annual return | 16.53% | 18.04%-1.5pp | 29.77%-13.2pp | 36.46%-19.9pp |
| Employer contribution / active EE | $612 | $1,519-59.7% | $2,454-75.1% | $2,529-75.8% |
| Participant deferral / active EE | $1,972 | $2,529-22.0% | $4,088-51.8% | $3,835-48.6% |
| Admin fee / account holder | $58 | $1,865-96.9% | $7,189-99.2% | $1,002-94.2% |