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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,594 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 27 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $15,061 |
KING SHORES & PRESTON CPAS LLC2+ years Service code 10 2707 BRAMBLETON AVE SW · ROANOKE, VA 24015 | Accounting | $9,000 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $3,152 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $654 |
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.
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 | $3,401 | $23,385-85.5% | $69,182-95.1% | $57,658-94.1% |
| Participation rate | 87.4% | 37.9%+49.5pp | 55.1%+32.3pp | 70.2%+17.2pp |
| Annual return | 4.71% | -659.34%+664.1pp | -21.93%+26.6pp | 5.13%-0.4pp |
| Employer contribution / active EE | $1,773 | $422+319.8% | $1,206+47.0% | $1,974-10.2% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $102 | $82+23.8% | $2,697-96.2% | $95+7.5% |