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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,550 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $2,595 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,300 | $31,109-95.8% | $67,704-98.1% | $52,331-97.5% |
| Participation rate | 74.2% | 54.0%+20.2pp | 67.5%+6.7pp | 68.1%+6.1pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,822 | $1,076+69.4% | $2,559-28.8% | $1,882-3.2% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $31 | $466-93.4% | $4,255-99.3% | $592-94.8% |