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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,536 |
PARK AVENUE SECURITIES LLC3 years Service code 49 · EIN 13-4023176 | Other Services | $59,068 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,668 | $52,293+60.0% | $178,498-53.1% | $73,412+14.0% |
| Participation rate | 39.2% | 65.3%-26.2pp | 81.9%-42.8pp | 72.2%-33.0pp |
| Annual return | 13.77% | 34.75%-21.0pp | 151.09%-137.3pp | 59.30%-45.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,343 | $2,332+0.5% | $5,202-55.0% | $3,806-38.4% |
| Admin fee / account holder | $286 | $127+124.6% | $13,985-98.0% | $158+81.1% |