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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $46,766 |
Service code 99 · EIN 33-0449333 | Other Fees | $19,498 |
Filed as: BOON INVESTMENT GROUP, INC Service code 99 · EIN 26-4561316 | Other Fees | $7,002 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,350 | $44,984-68.1% | $85,009-83.1% | $74,546-80.7% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 11.31% | 26.25%-14.9pp | 66.47%-55.2pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $5,914 | $1,458+305.6% | $2,728+116.8% | $2,624+125.3% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $217 | $2,208-90.2% | $6,153-96.5% | $1,944-88.8% |