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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,772 |
BAS PARTNERS1+ years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $2,500 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $1,493 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $436 |
Participant contribution per participant 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 | $304 | $37,117-99.2% | $147,618-99.8% | $55,191-99.4% |
| Participation rate | 80.3% | 63.6%+16.7pp | 84.6%-4.3pp | 69.2%+11.1pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $304 | $1,620-81.2% | $5,565-94.5% | $1,899-84.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $33 | $86-61.7% | $11,612-99.7% | $91-63.9% |