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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $25,947 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 · EIN 33-0449333 | Other Services | $16,200 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,557 | $39,948-86.1% | $89,414-93.8% | $73,412-92.4% |
| Participation rate | 97.2% | 50.4%+46.8pp | 68.0%+29.3pp | 72.2%+25.1pp |
| Annual return | 15.84% | 50.12%-34.3pp | 245.50%-229.7pp | 59.30%-43.5pp |
| Employer contribution / active EE | $3,366 | $1,200+180.5% | $2,586+30.1% | $2,234+50.7% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,883-100.0% | $158-100.0% |