Filed January 9, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $14,704 |
AXIA ADVISORY CORPORATION1+ years Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $6,705 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-2123203 | Accounting | $6,042 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,901-100.0% | $146,958-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -93.26% | 98.13%-191.4pp | 418.34%-511.6pp | 561.29%-654.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |