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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,639 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY. · AUSTIN, TX 78730 | Contract Administrator | $7,617 |
Service code 13 · EIN 36-4340828 941 PLUM GROVE ROAD · SCHAUMBURG, IL 60173 | Contract Administrator | $975 |
Service code 55 · EIN 36-3145972 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Commissions | $2 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,043 | $43,423+63.6% | $78,676-9.7% | $55,167+28.8% |
| Participation rate | 61.1% | 68.0%-7.0pp | 73.6%-12.5pp | 69.0%-7.9pp |
| Annual return | 6.84% | 11.53%-4.7pp | 62.19%-55.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $187 | $1,997-90.7% | $2,850-93.5% | $1,963-90.5% |
| Participant deferral / active EE | $3,152 | $2,509+25.7% | $3,517-10.4% | $3,054+3.2% |
| Admin fee / account holder | $309 | $416-25.7% | $4,510-93.1% | $504-38.6% |