Filed June 20, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXIA ADVISORY CORPORATION1+ years Filed as: AXIA ADVISORY Service code 50 · EIN 35-1859469 | Direct Payment | $35,912 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE Service code 12 · EIN 35-0500670 | Direct payment from the plan; Claims ... | $23,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $490,005 | $57,108+758.0% | $94,229+420.0% | $52,331+836.4% |
| Participation rate | 9.7% | 72.9%-63.2pp | 78.8%-69.1pp | 68.1%-58.4pp |
| Annual return | -0.36% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,789 | $1,735+60.7% | $3,587-22.3% | $1,882+48.2% |
| Participant deferral / active EE | $4,680 | $3,040+54.0% | $4,320+8.3% | $3,022+54.9% |
| Admin fee / account holder | $1,121 | $546+105.2% | $6,269-82.1% | $592+89.6% |