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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES INC. Service code 13 6300 BRIDGE POINT PARKWAY · AUSTIN, TX 78730 | Contract Administrator | $22,707 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $4,530 |
Filed as: VOYA FINANCIAL RETIREMENT & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,897 | $41,151-88.1% | $80,648-93.9% | $71,529-93.2% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 13.27% | 38.49%-25.2pp | 937.21%-923.9pp | 28.97%-15.7pp |
| Employer contribution / active EE | $3,029 | $1,513+100.1% | $2,724+11.2% | $2,590+16.9% |
| Participant deferral / active EE | $563 | $2,700-79.2% | $4,443-87.3% | $4,291-86.9% |
| Admin fee / account holder | $28 | $1,842-98.5% | $5,382-99.5% | $1,588-98.2% |