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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 | $17,532 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $3,226 |
Filed as: EMPOWER ADVISORY GROUP, INC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,316 | $73,839-68.4% | $143,788-83.8% | $68,495-66.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.28% | 1.01%-18.3pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,171 | $3,184-31.8% | $4,952-56.2% | $2,596-16.4% |
| Participant deferral / active EE | $1,941 | $3,384-42.6% | $5,638-65.6% | $4,028-51.8% |
| Admin fee / account holder | $467 | $5,755-91.9% | $14,675-96.8% | $5,403-91.4% |