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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,947 |
PARK AVENUE SECURITIES LLC7 years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $20,115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $88,137-45.9% | $164,975-71.1% | $74,429-35.9% |
| Participation rate | 77.7% | 73.1%+4.6pp | 78.6%-0.9pp | 67.2%+10.5pp |
| Annual return | 15.49% | 17.13%-1.6pp | 70.12%-54.6pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $638 | $2,597-75.4% | $4,343-85.3% | $2,625-75.7% |
| Participant deferral / active EE | $5,124 | $4,501+13.9% | $6,033-15.1% | $4,348+17.8% |
| Admin fee / account holder | $304 | $2,231-86.4% | $12,688-97.6% | $1,944-84.4% |