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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 6255 STERNERS WAY · BETHLEHEM, PA 18017 | Other Commissions | $9,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $58,264-44.0% | $86,617-62.3% | $71,495-54.4% |
| Participation rate | 59.8% | 65.0%-5.2pp | 71.7%-11.9pp | 67.9%-8.2pp |
| Annual return | 21.74% | 21.63%+0.1pp | 591.91%-570.2pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,089 | $2,574-57.7% | $3,023-64.0% | $2,589-57.9% |
| Participant deferral / active EE | $5,341 | $3,436+55.4% | $4,437+20.4% | $4,291+24.5% |
| Admin fee / account holder | $9 | $1,057-99.2% | $5,613-99.8% | $1,588-99.4% |