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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXIOM INVESTMENT MANAGEMENT LLC Service code 15 · EIN 20-5412674 | Recordkeeping | $34,344 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,007 |
ADP BROKER-DEALER8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,449 | $44,764-38.7% | $68,803-60.1% | $64,824-57.7% |
| Participation rate | 41.6% | 64.8%-23.2pp | 69.0%-27.4pp | 71.5%-29.9pp |
| Annual return | -13.23% | -10.91%-2.3pp | -6.37%-6.9pp | 32.84%-46.1pp |
| Employer contribution / active EE | $47 | $1,775-97.4% | $2,656-98.2% | $2,507-98.1% |
| Participant deferral / active EE | $1,906 | $3,238-41.1% | $3,942-51.7% | $4,311-55.8% |
| Admin fee / account holder | $168 | $151+11.1% | $4,936-96.6% | $188-10.5% |