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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Other Commissions | $7,263 |
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 | $25,631 | $51,226-50.0% | $82,744-69.0% | $66,938-61.7% |
| Participation rate | 48.6% | 67.9%-19.3pp | 72.6%-23.9pp | 69.8%-21.2pp |
| Annual return | -15.51% | -9.61%-5.9pp | 702.22%-717.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $720 | $2,612-72.5% | $3,008-76.1% | $2,545-71.7% |
| Participant deferral / active EE | $4,755 | $3,460+37.4% | $4,395+8.2% | $4,238+12.2% |
| Admin fee / account holder | $7 | $416-98.3% | $5,325-99.9% | $594-98.8% |