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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 | Recordkeeping | $73,078 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,483 | $69,763-11.9% | $67,502-8.9% | $74,495-17.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.51% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,188 | $2,704+17.9% | $2,731+16.7% | $2,623+21.5% |
| Participant deferral / active EE | $2,919 | $3,636-19.7% | $4,000-27.0% | $4,346-32.8% |
| Admin fee / account holder | $256 | $896-71.5% | $3,998-93.6% | $1,942-86.8% |