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| Provider | Service type | Compensation |
|---|---|---|
AXIA ADVISORY CORPORATION3 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $26,625 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $24,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,518 | $47,163+164.0% | $149,696-16.8% | $74,460+67.2% |
| Participation rate | 61.3% | 63.4%-2.1pp | 78.8%-17.5pp | 70.7%-9.4pp |
| Annual return | 15.66% | 22.75%-7.1pp | 134.46%-118.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $105 | $343-69.4% | $13,212-99.2% | $348-69.8% |