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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES, INC Service code 28 · EIN 33-0449333 | Investment Management | $6,110 |
NATIONWIDE5 years Service code 28 · EIN 31-4156830 | Investment Management | $3,958 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $204 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,541 | $102,422-96.5% | $147,117-97.6% | $80,959-95.6% |
| Participation rate | 38.6% | 75.9%-37.2pp | 82.2%-43.5pp | 67.7%-29.0pp |
| Annual return | 5.19% | 135.16%-130.0pp | 420.54%-415.4pp | 35.67%-30.5pp |
| Employer contribution / active EE | $657 | $3,717-82.3% | $4,932-86.7% | $2,757-76.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $106 | $7,953-98.7% | $12,993-99.2% | $6,925-98.5% |