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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,736 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 99 · EIN 33-0449333 | Other Fees | $7,216 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN T, TX 78735 | Other Commissions | $6,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,148 | $45,123-64.2% | $85,240-81.1% | $74,478-78.3% |
| Participation rate | 95.5% | 49.4%+46.2pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 12.20% | 26.32%-14.1pp | 66.75%-54.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,251 | $1,459+54.3% | $2,735-17.7% | $2,626-14.3% |
| Participant deferral / active EE | $391 | $2,736-85.7% | $4,527-91.4% | $4,350-91.0% |
| Admin fee / account holder | $168 | $2,215-92.4% | $6,165-97.3% | $1,946-91.4% |