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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Service code 28 7 HANOVER SQUARE · NEW YORK, NY 10004 | Investment Management | $30,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,250 | $52,293+5.7% | $178,499-69.0% | $73,412-24.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 81.9%-51.9pp | 72.2%-42.2pp |
| Annual return | 9.89% | 34.75%-24.9pp | 151.10%-141.2pp | 59.30%-49.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,914 | $2,332-17.9% | $5,202-63.2% | $3,806-49.7% |
| Admin fee / account holder | $243 | $127+91.1% | $13,986-98.3% | $158+54.1% |