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| Provider | Service type | Compensation |
|---|---|---|
AXOS FINANCIAL1 year Filed as: AXOS FINANCIAL, INC. Service code 33 · EIN 33-0867444 PO BOX 509127 · SAN DIEGO, CA 921509127 | Securities brokerage | $29,352 |
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 | $206,184 | $86,298+138.9% | $111,308+85.2% | $85,847+140.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -4.39% | 19.99%-24.4pp | 54.67%-59.1pp | 318.61%-323.0pp |
| Employer contribution / active EE | $9,865 | $2,044+382.7% | $2,732+261.1% | $2,565+284.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $228 | $8,189-97.2% | $7,965-97.1% | $6,261-96.4% |