Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 13-4023176 | Other Commissions | $13,943 |
JOSEPH CHEN & ZHU LLP1 year Service code 10 · EIN 81-3486715 | Accounting | $5,500 |
APW CAPITAL INC1 year Service code 55 · EIN 22-3526587 | Other Commissions | $4,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,939 | $69,477-82.8% | $94,679-87.4% | $71,495-83.3% |
| Participation rate | 82.6% | 78.4%+4.1pp | 80.8%+1.7pp | 67.9%+14.6pp |
| Annual return | 20.48% | 29.66%-9.2pp | 156.75%-136.3pp | 28.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,452 | $7,345-53.0% | $7,417-53.5% | $4,291-19.5% |
| Admin fee / account holder | $18 | $1,210-98.5% | $7,233-99.8% | $1,588-98.9% |