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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC4 years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Other Commissions | $12,442 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,318 | $60,504-30.1% | $81,882-48.3% | $74,478-43.2% |
| Participation rate | 65.5% | 62.9%+2.6pp | 72.4%-6.9pp | 67.2%-1.7pp |
| Annual return | 22.03% | 16.91%+5.1pp | 779.47%-757.4pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $1,495 | $2,627-43.1% | $2,916-48.7% | $2,626-43.1% |
| Participant deferral / active EE | $6,119 | $3,400+80.0% | $4,323+41.5% | $4,350+40.7% |
| Admin fee / account holder | $9 | $1,492-99.4% | $7,360-99.9% | $1,946-99.5% |