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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES INC. Service code 49 · EIN 33-0449333 | Other Services | $6,406 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $5,780 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 74-2794197 | Other Fees | $3,202 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,001-100.0% | $112,258-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -84.14% | 47.15%-131.3pp | 27.47%-111.6pp | 418.13%-502.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |