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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 | $3,654 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,650 |
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 | $2,191 | $31,109-93.0% | $67,704-96.8% | $52,331-95.8% |
| Participation rate | 58.4% | 54.0%+4.4pp | 67.5%-9.1pp | 68.1%-9.7pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,612 | $1,076+49.9% | $2,559-37.0% | $1,882-14.3% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $38 | $466-91.9% | $4,255-99.1% | $592-93.6% |