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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 | $3,611 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $716 |
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 | $2,709 | $39,458-93.1% | $60,547-95.5% | $55,191-95.1% |
| Participation rate | 78.6% | 59.6%+19.0pp | 68.0%+10.7pp | 69.2%+9.5pp |
| Annual return | 0.00% | 3.35%-3.4pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,760 | $1,210+128.2% | $2,419+14.1% | $1,899+45.4% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $12 | $95-87.6% | $4,536-99.7% | $91-87.0% |