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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE BOON GROUP Service code 99 · EIN 33-0449333 | Other Fees | $11,671 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,278 | $100,203-94.7% | $85,240-93.8% | $145,897-96.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 6.44% | 84.28%-77.8pp | 66.75%-60.3pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $379 | $7,265-94.8% | $6,165-93.9% | $13,390-97.2% |