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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,749 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $41,056 |
Service code 49 · EIN 39-1816008 | Other Services | $5,132 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,299 | $102,661-20.8% | $151,628-46.4% | $66,930+21.5% |
| Participation rate | 84.2% | 85.5%-1.4pp | 87.5%-3.3pp | 69.8%+14.4pp |
| Annual return | -19.19% | -10.81%-8.4pp | 3.34%-22.5pp | 1.57%-20.8pp |
| Employer contribution / active EE | $4,528 | $4,184+8.2% | $6,165-26.6% | $2,545+77.9% |
| Participant deferral / active EE | $11,944 | $6,645+79.7% | $8,363+42.8% | $4,238+181.8% |
| Admin fee / account holder | $457 | $630-27.4% | $11,613-96.1% | $593-22.9% |