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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 | $88,186-45.9% | $165,071-71.1% | $74,459-36.0% |
| Participation rate | 77.7% | 73.1%+4.5pp | 78.6%-1.0pp | 67.2%+10.4pp |
| Annual return | 15.49% | 17.13%-1.6pp | 70.17%-54.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $638 | $2,600-75.4% | $4,347-85.3% | $2,626-75.7% |
| Participant deferral / active EE | $5,124 | $4,505+13.8% | $6,035-15.1% | $4,350+17.8% |
| Admin fee / account holder | $304 | $2,234-86.4% | $12,695-97.6% | $1,945-84.4% |