Retirement plan

AXXEUM, INC. 401(K) PLAN

Name: AXXEUM, INC. - AXXEUM, INC. 401(K) PLAN (2020) Form 5500
Creator: AXXEUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AXXEUM, INC. 401(K) PLAN, AXXEUM, INC.

AXXEUM, INC.EIN 83-0933333Plan #001PY 2020

100 CHURCH STREET. STE 300 - HUNTSVILLE, AL 35801256-963-9070axxeum.comLinkedIn51-200 employeesaviation & aerospace

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$815K

+85.9% from 2019

Total participants

-13.6% from 2019

Average account balance

$21,452

+76.1% from 2019

Annual return

-0.86%

-0.86 pp from 2019

Benchmarks

See 3,735 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,735 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12358

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$288 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.920%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,452

$59,839-64.2%

$81,991-73.8%

$79,852-73.1%

Participation rate

100.0%

61.6%+38.4pp

69.3%+30.7pp

69.6%+30.4pp

Annual return

-0.86%

17.56%-18.4pp

41.31%-42.2pp

31.72%-32.6pp

Employer contribution / active EE

$4,560

$1,713+166.1%

$2,498+82.5%

$2,471+84.5%

Participant deferral / active EE

$10,075

$2,695+273.8%

$3,722+170.7%

$3,740+169.4%

Admin fee / account holder

$197

$4,287-95.4%

$5,665-96.5%

$5,306-96.3%

AXXEUM, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AXXEUM, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion