Axiom Global Inc. 401(k) Review & Grade
Axiom Global Inc. 401(k) Plan
Chicago, ILProfessional, Scientific & Technical Services2,150 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$769Employer $ per active participant
$6,655Employee $ saved per active participant
0.24%Direct admin cost, % of plan assets
$114.4MNet plan assets, end of year
$71,560Average balance per account
Score breakdown
- Employer generosity8.4 / 5017th percentile for employer $ per participant
- Low cost12.3 / 2549th percentile for low admin cost vs. same-size plans
- Employee saving5.0 / 1533th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score26 / 100 · Grade F
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 17th |
| Lower admin cost | 49th |
| Employee saving | 33th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
Corrective distributions: the plan refunded $5,150 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Axiom Global put in about $769 per active participant, below the typical peer ($3,082). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,653,635 |
| Participant (employee) contributions | $14,308,814 |
| Other contributions (incl. rollovers in) | $3,624,753 |
| Administrative expenses paid from the plan | $245,041 |
| Investment advisory & management fees | $113,512 |
| Benefits paid out | $12,478,871 |
| Net assets, start / end of year | $92.9M / $114.4M |
| Active participants, start / end of year | 1,750 / 2,550 |
| Participants with account balances | 1,599 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| Kestra Investment Services LLC | $113,512 reported compensation |
| Fidelity Investments Institutional | $106,329 reported compensation |
| Moss Adams LLP | $25,200 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250924194011NAL0003209907001, received 2025-09-24, EIN 13-4099840, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.