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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 | $60,261-29.8% | $81,783-48.3% | $74,546-43.2% |
| Participation rate | 65.5% | 62.9%+2.7pp | 72.4%-6.8pp | 67.2%-1.7pp |
| Annual return | 22.03% | 16.88%+5.1pp | 775.05%-753.0pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $1,495 | $2,622-43.0% | $2,913-48.7% | $2,624-43.0% |
| Participant deferral / active EE | $6,119 | $3,388+80.6% | $4,320+41.6% | $4,347+40.8% |
| Admin fee / account holder | $9 | $1,482-99.4% | $7,380-99.9% | $1,944-99.5% |