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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,882 |
Filed as: AXXCESS WEALTH MANAGEMENT Service code 27 · EIN 35-2436156 | Advisory (Plan) | $7,798 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,957 | $96,018-89.6% | $65,493-84.8% | $85,563-88.4% |
| Participation rate | 78.5% | 74.8%+3.7pp | 73.1%+5.4pp | 66.0%+12.6pp |
| Annual return | 18.92% | 14.51%+4.4pp | 982.45%-963.5pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,061 | $3,235-67.2% | $2,574-58.8% | $2,654-60.0% |
| Participant deferral / active EE | $1,765 | $4,055-56.5% | $3,961-55.4% | $4,375-59.7% |
| Admin fee / account holder | $88 | $271-67.3% | $5,028-98.2% | $834-89.4% |