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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 6300 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $24,714 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,067 |
NFP RETIREMENT INC1 year Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $7,103 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,935 | $73,412-93.3% | $49,258-90.0% | $73,412-93.3% |
| Participation rate | 70.2% | 72.2%-2.0pp | 66.8%+3.4pp | 72.2%-2.0pp |
| Annual return | 11.48% | 59.30%-47.8pp | 20.90%-9.4pp | 59.30%-47.8pp |
| Employer contribution / active EE | $3,557 | $2,234+59.2% | $3,274+8.6% | $2,234+59.2% |
| Participant deferral / active EE | $70 | $3,806-98.1% | $5,224-98.7% | $3,806-98.1% |
| Admin fee / account holder | $0 | $158-100.0% | $2,648-100.0% | $158-100.0% |