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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXIOM INVESTMENT MANAGEMENT LLC Service code 15 · EIN 20-5412674 | Recordkeeping | $38,997 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,144 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,124 | $46,423-37.3% | $75,900-61.6% | $67,582-56.9% |
| Participation rate | 41.0% | 63.1%-22.1pp | 69.3%-28.3pp | 71.3%-30.3pp |
| Annual return | 14.47% | 32.29%-17.8pp | 30.73%-16.3pp | 378.57%-364.1pp |
| Employer contribution / active EE | $256 | $1,406-81.8% | $2,501-89.8% | $2,148-88.1% |
| Participant deferral / active EE | $929 | $2,564-63.8% | $3,604-74.2% | $3,539-73.8% |
| Admin fee / account holder | $166 | $132+26.0% | $5,421-96.9% | $142+16.6% |