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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC5 years Filed as: PARK NATIONAL BANK Service code 18 · EIN 31-1198067 | Recordkeeping fees; Custodial (other ... | $11,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,071 | $55,470-63.8% | $155,556-87.1% | $74,478-73.1% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 11.31% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $551 | $2,838-80.6% | $5,631-90.2% | $4,350-87.3% |
| Admin fee / account holder | $140 | $1,744-92.0% | $15,885-99.1% | $1,946-92.8% |