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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 99 · EIN 33-0449333 6300 BRIDGEPOINT, PKWY · AUSTIN, TX 78730 | Other Fees | $21,500 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 535 KEISLER DRIVE, SUITE 102 · CARY, NC 27518 | Other Services | $10,026 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,244 | $120,072-11.5% | $199,883-46.8% | $71,012+49.6% |
| Participation rate | 48.6% | 88.3%-39.7pp | 86.8%-38.2pp | 58.6%-10.0pp |
| Annual return | 21.83% | 28.85%-7.0pp | 43.81%-22.0pp | 37.67%-15.8pp |
| Employer contribution / active EE | $1,644 | $4,435-62.9% | $6,261-73.7% | $2,348-30.0% |
| Participant deferral / active EE | $4,103 | $7,789-47.3% | $9,138-55.1% | $3,246+26.4% |
| Admin fee / account holder | $435 | $308+41.5% | $17,268-97.5% | $1,167-62.7% |