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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 | $19,937 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,100 |
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 | $4,239 | $32,425-86.9% | $74,577-94.3% | $55,167-92.3% |
| Participation rate | 85.2% | 54.0%+31.2pp | 68.1%+17.0pp | 69.0%+16.2pp |
| Annual return | 5.90% | 10.63%-4.7pp | 20.47%-14.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,466 | $1,043+232.2% | $2,525+37.3% | $1,963+76.6% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $107 | $748-85.7% | $4,138-97.4% | $504-78.7% |