Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,252 |
Filed as: THE BOON GROUP Service code 99 · EIN 33-0449333 | Other Fees | $12,027 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,427 | $81,233-87.2% | $155,567-93.3% | $80,874-87.1% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 9.79% | 33.33%-23.5pp | 64.74%-54.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,823 | $3,101-41.2% | $4,674-61.0% | $2,756-33.8% |
| Participant deferral / active EE | $2,844 | $3,452-17.6% | $5,628-49.5% | $4,297-33.8% |
| Admin fee / account holder | $205 | $7,998-97.4% | $15,916-98.7% | $6,935-97.0% |