Filed March 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $130,419 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $59,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,017 | $81,719-68.2% | $101,264-74.3% | $90,274-71.2% |
| Participation rate | 90.7% | 80.7%+10.0pp | 75.8%+14.9pp | 73.4%+17.4pp |
| Annual return | 14.06% | 337.64%-323.6pp | 46.48%-32.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $727 | $3,622-79.9% | $3,660-80.1% | $2,523-71.2% |
| Participant deferral / active EE | $3,586 | $3,310+8.4% | $4,370-17.9% | $4,231-15.2% |
| Admin fee / account holder | $102 | $162-36.9% | $5,947-98.3% | $114-10.4% |