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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXIOM INVESTMENT MANAGEMENT LLC Service code 15 · EIN 20-5412674 | Recordkeeping | $180,254 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,143 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $20 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,200 | $106,230-32.0% | $147,080-50.9% | $77,736-7.1% |
| Participation rate | 45.3% | 78.4%-33.1pp | 82.2%-36.9pp | 70.6%-25.3pp |
| Annual return | 14.91% | 56.91%-42.0pp | 420.17%-405.3pp | 31.26%-16.3pp |
| Employer contribution / active EE | $135 | $4,072-96.7% | $4,933-97.3% | $2,728-95.0% |
| Participant deferral / active EE | $2,748 | $8,001-65.7% | $8,066-65.9% | $4,651-40.9% |
| Admin fee / account holder | $411 | $338+21.5% | $12,989-96.8% | $433-5.1% |