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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC3+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $14,664 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SE PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $6,156 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
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.
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 | $12,208 | $63,346-80.7% | $92,240-86.8% | $70,126-82.6% |
| Participation rate | 7.3% | 68.7%-61.4pp | 76.5%-69.2pp | 69.5%-62.2pp |
| Annual return | 10.63% | 530.19%-519.6pp | 176.29%-165.7pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,592 | $2,471+4.9% | $3,680-29.5% | $2,343+10.7% |
| Participant deferral / active EE | $662 | $2,854-76.8% | $3,897-83.0% | $3,332-80.1% |
| Admin fee / account holder | $322 | $3,841-91.6% | $5,194-93.8% | $4,645-93.1% |