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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $6,032 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,629 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,276 | $38,365-68.0% | $84,628-85.5% | $65,185-81.2% |
| Participation rate | 79.0% | 55.7%+23.3pp | 68.2%+10.8pp | 70.2%+8.8pp |
| Annual return | 120.22% | 32.00%+88.2pp | 258.80%-138.6pp | 29.38%+90.8pp |
| Employer contribution / active EE | $1,414 | $1,258+12.3% | $2,653-46.7% | $2,177-35.0% |
| Participant deferral / active EE | $1,148 | $2,278-49.6% | $3,900-70.6% | $3,514-67.3% |
| Admin fee / account holder | $52 | $451-88.5% | $4,914-98.9% | $847-93.9% |