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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,987 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $34,443 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $17,813 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $2,680 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,573 | $36,916-82.2% | $156,551-95.8% | $57,658-88.6% |
| Participation rate | 63.4% | 63.4%-0.1pp | 84.0%-20.7pp | 70.2%-6.9pp |
| Annual return | 5.39% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $2,868 | $1,571+82.6% | $5,501-47.9% | $1,974+45.3% |
| Participant deferral / active EE | $351 | $1,926-81.8% | $4,871-92.8% | $3,061-88.5% |
| Admin fee / account holder | $213 | $82+158.4% | $13,028-98.4% | $95+125.5% |