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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC6 years Filed as: PARK AVENUE SECURITIES, LLC Service code 15 · EIN 13-4023176 | Recordkeeping | $62,496 |
FI401K ADVISORS LLC5 years Filed as: FI401K ADVISORS, LLC Service code 15 · EIN 38-3921891 | Recordkeeping | $4,400 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,050 | $101,591+67.4% | $147,096+15.6% | $74,429+128.5% |
| Participation rate | 97.5% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 14.21% | 8746.45%-8732.2pp | 419.75%-405.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $4,927 | $3,813+29.2% | $4,936-0.2% | $2,625+87.7% |
| Participant deferral / active EE | $11,864 | $7,302+62.5% | $8,071+47.0% | $4,348+172.8% |
| Admin fee / account holder | $338 | $1,750-80.7% | $13,005-97.4% | $1,944-82.6% |