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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Service code 28 7 HANOVER SQUARE · NEW YORK, NY 10004 | Investment Management | $24,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,538 | $62,928-24.5% | $172,752-72.5% | $67,579-29.7% |
| Participation rate | 31.6% | 64.5%-32.9pp | 82.6%-51.1pp | 71.3%-39.7pp |
| Annual return | 54.61% | 30.36%+24.3pp | 802.97%-748.4pp | 378.56%-323.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,955 | $2,145-8.9% | $5,198-62.4% | $3,539-44.8% |
| Admin fee / account holder | $204 | $167+22.2% | $13,955-98.5% | $142+43.1% |