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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 | $45,123-68.2% | $85,240-83.2% | $74,478-80.7% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 11.31% | 26.32%-15.0pp | 66.75%-55.4pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $5,914 | $1,459+305.4% | $2,735+116.2% | $2,626+125.2% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $217 | $2,215-90.2% | $6,165-96.5% | $1,946-88.8% |