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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO DESIGN SERVICES10+ years Service code 26 · EIN 72-1558055 | Advisory (Participants) | $144,942 |
AXOS4 years Service code 15 · EIN 77-0616239 | Recordkeeping | $6,767 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,047 | $91,695-43.2% | $67,575-23.0% | $77,736-33.0% |
| Participation rate | 94.9% | 76.0%+18.9pp | 72.9%+22.0pp | 70.6%+24.3pp |
| Annual return | 9.75% | 14.88%-5.1pp | 3528.98%-3519.2pp | 31.26%-21.5pp |
| Employer contribution / active EE | $1,284 | $3,189-59.7% | $2,736-53.0% | $2,728-52.9% |
| Participant deferral / active EE | $2,436 | $3,912-37.7% | $4,003-39.2% | $4,651-47.6% |
| Admin fee / account holder | $347 | $245+41.8% | $3,993-91.3% | $433-19.9% |