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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXIM MANAGED RETIREMENT SOLUTION Service code 99 · EIN 52-1396995 | Other Fees | $1,297 |
Service code 99 · EIN 46-2486380 | Other Fees | $1,297 |
Service code 49 · EIN 52-1396995 | Other Services | $0 |
Service code 99 · EIN 86-0588303 | Other Fees | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,684 | $104,479-64.9% | $159,474-77.0% | $79,391-53.8% |
| Participation rate | 52.3% | 76.6%-24.3pp | 82.8%-30.5pp | 70.7%-18.4pp |
| Annual return | 22.20% | 67.98%-45.8pp | 263.68%-241.5pp | 116.88%-94.7pp |
| Employer contribution / active EE | $2,212 | $3,417-35.3% | $4,831-54.2% | $2,428-8.9% |
| Participant deferral / active EE | $2,413 | $6,468-62.7% | $7,353-67.2% | $4,046-40.4% |
| Admin fee / account holder | $233 | $711-67.2% | $10,802-97.8% | $627-62.7% |