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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES, LLC Service code 15 · EIN 13-4023176 | Recordkeeping | $12,162 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,036 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $5,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $50,669 | $54,590-7.2% | $81,926-38.2% | $73,493-31.1% |
| Participation rate | 37.6% | 68.3%-30.7pp | 72.0%-34.4pp | 70.7%-33.1pp |
| Annual return | 5.61% | 17.74%-12.1pp | 29.49%-23.9pp | 28.51%-22.9pp |
| Employer contribution / active EE | $967 | $1,636-40.9% | $4,310-77.6% | $2,270-57.4% |
| Participant deferral / active EE | $1,999 | $2,759-27.6% | $7,108-71.9% | $3,740-46.6% |
| Admin fee / account holder | $387 | $592-34.7% | $5,159-92.5% | $513-24.6% |