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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 | $21,465 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,383 |
NFP RETIREMENT INC3 years Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $7,763 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,538 | $34,634-86.9% | $77,100-94.1% | $64,824-93.0% |
| Participation rate | 76.3% | 49.8%+26.4pp | 67.9%+8.3pp | 71.5%+4.8pp |
| Annual return | -17.41% | -5.31%-12.1pp | 42.35%-59.8pp | 32.84%-50.3pp |
| Employer contribution / active EE | $1,560 | $1,385+12.7% | $2,815-44.6% | $2,507-37.8% |
| Participant deferral / active EE | $11 | $2,553-99.6% | $4,430-99.7% | $4,311-99.7% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |