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 |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $6,918 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,827 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $238 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,453 | $80,177-93.2% | $123,894-95.6% | $57,658-90.5% |
| Participation rate | 87.8% | 74.4%+13.3pp | 81.4%+6.4pp | 70.2%+17.6pp |
| Annual return | 56.74% | 17.90%+38.8pp | 47.52%+9.2pp | 5.13%+51.6pp |
| Employer contribution / active EE | $2,938 | $2,913+0.9% | $4,617-36.4% | $1,974+48.8% |
| Participant deferral / active EE | $1,500 | $5,130-70.8% | $5,984-74.9% | $3,061-51.0% |
| Admin fee / account holder | $36 | $106-66.1% | $8,357-99.6% | $95-61.8% |