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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $12,660 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,919 |
BAS PARTNERS1 year Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $7,856 | $43,075-81.8% | $74,577-89.5% | $62,881-87.5% |
| Participation rate | 85.1% | 58.1%+27.1pp | 68.1%+17.0pp | 69.3%+15.8pp |
| Annual return | 1.56% | 17.50%-15.9pp | 20.47%-18.9pp | 20.14%-18.6pp |
| Employer contribution / active EE | $3,978 | $1,498+165.6% | $2,525+57.5% | $2,281+74.4% |
| Participant deferral / active EE | $1,367 | $2,389-42.8% | $3,458-60.5% | $3,203-57.3% |
| Admin fee / account holder | $318 | $2,840-88.8% | $4,138-92.3% | $4,296-92.6% |