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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC4+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $12,793 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SE PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $5,183 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $9,094 | $97,732-90.7% | $83,831-89.2% | $135,380-93.3% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -8.73% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $953 | $4,222-77.4% | $3,631-73.8% | $4,779-80.1% |
| Participant deferral / active EE | $1,232 | $4,683-73.7% | $4,082-69.8% | $5,609-78.0% |
| Admin fee / account holder | $297 | $6,675-95.5% | $5,479-94.6% | $10,828-97.3% |