Filed June 20, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXIA ADVISORY CORPORATION2+ years Filed as: AXIA ADVISORY Service code 50 · EIN 35-1859469 | Direct Payment | $17,902 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE Service code 12 · EIN 35-0500670 | Claims processing; Direct payment fro... | $4,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,213 | $69,977+130.4% | $108,582+48.5% | $62,881+156.4% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | -57.10% | 10.73%-67.8pp | -51.70%-5.4pp | 20.14%-77.2pp |
| Employer contribution / active EE | $3,139 | $2,135+47.0% | $3,758-16.5% | $2,281+37.6% |
| Participant deferral / active EE | $5,462 | $3,165+72.6% | $4,311+26.7% | $3,203+70.5% |
| Admin fee / account holder | $311 | $5,076-93.9% | $7,645-95.9% | $4,296-92.8% |