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| Provider | Service type | Compensation |
|---|---|---|
AXIA ADVISORY CORPORATION4 years Service code 16 · EIN 35-1859469 | Consulting | $26,289 |
FID INV INST OPS CO5 years Service code 13 · EIN 04-2647786 | Contract Administrator | $15,405 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,046 | $50,820+179.5% | $155,567-8.7% | $77,671+82.9% |
| Participation rate | 58.0% | 63.1%-5.1pp | 78.2%-20.2pp | 70.6%-12.6pp |
| Annual return | 9.17% | 34.85%-25.7pp | 64.74%-55.6pp | 31.21%-22.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $95 | $436-78.3% | $15,916-99.4% | $430-78.0% |