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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $20,473 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,775 |
BAS PARTNERS1+ years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $2,466 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,231 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,294 | $27,330-84.3% | $67,704-93.7% | $55,191-92.2% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.5%+32.5pp | 69.2%+30.8pp |
| Annual return | -2.16% | 8.81%-11.0pp | 25.41%-27.6pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,589 | $855+85.9% | $2,559-37.9% | $1,899-16.3% |
| Participant deferral / active EE | $349 | $1,709-79.6% | $3,585-90.3% | $3,046-88.6% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |