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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON INVESTMENT GROUP Service code 13 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Contract Administrator | $11,428 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,002 | $67,170-95.5% | $74,577-96.0% | - |
| Participation rate | 64.7% | 57.3%+7.4pp | 68.1%-3.5pp | - |
| Annual return | 8.83% | -0.47%+9.3pp | 20.47%-11.6pp | - |
| Employer contribution / active EE | $2,467 | $1,012+143.9% | $2,525-2.3% | - |
| Participant deferral / active EE | $0 | $1,399-100.0% | $3,458-100.0% | - |
| Admin fee / account holder | $31 | $6,934-99.5% | $4,138-99.2% | - |