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| Provider | Service type | Compensation |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $17,273 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,850 |
Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $2,531 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $2,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,805 | $39,819-87.9% | $67,834-92.9% | $57,658-91.7% |
| Participation rate | 67.5% | 61.2%+6.3pp | 68.8%-1.3pp | 70.2%-2.7pp |
| Annual return | 7.27% | 9.19%-1.9pp | 138.47%-131.2pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,817 | $1,277+120.6% | $2,403+17.2% | $1,974+42.7% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $44 | $84-47.2% | $4,622-99.0% | $95-53.3% |