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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Service code 49 · EIN 13-4023176 | Other Services | $23,456 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,877 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,090 | $47,977-8.1% | $154,111-71.4% | $56,287-21.7% |
| Participation rate | 84.5% | 66.2%+18.3pp | 83.0%+1.4pp | 69.9%+14.6pp |
| Annual return | -5.22% | 3.54%-8.8pp | 735.18%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,544 | $2,169+17.3% | $5,298-52.0% | $2,111+20.5% |
| Participant deferral / active EE | $5,782 | $2,392+141.7% | $5,081+13.8% | $3,350+72.6% |
| Admin fee / account holder | $22 | $438-95.1% | $13,411-99.8% | $521-95.9% |