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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,952 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,504 |
AXIOS ADVISORY GROUP, LTD4 years Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $7,381 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,179 | $84,499-77.3% | $125,391-84.7% | $66,949-71.4% |
| Participation rate | 54.0% | 76.4%-22.4pp | 82.4%-28.4pp | 69.8%-15.8pp |
| Annual return | -1.68% | -8.49%+6.8pp | 572.41%-574.1pp | 1.57%-3.2pp |
| Employer contribution / active EE | $1,427 | $3,554-59.8% | $4,816-70.4% | $2,545-43.9% |
| Participant deferral / active EE | $2,199 | $6,785-67.6% | $7,448-70.5% | $4,239-48.1% |
| Admin fee / account holder | $179 | $685-73.8% | $10,009-98.2% | $594-69.8% |