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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC1+ years Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 50 N. THIRD STREET · NEWARK, OH 43055 | Recordkeeping | $19,495 |
NORMAN ALBERT PC1+ years Filed as: NORMAN, JONES, ENLOW Service code 10 · EIN 31-1282719 226 NORTH FIFTH STREET SUITE 500 · COLUMBUS, OH 43215 | Accounting | $5,600 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,368 | $22,714-45.5% | $59,496-79.2% | $55,191-77.6% |
| Participation rate | 27.0% | 37.5%-10.4pp | 54.6%-27.5pp | 69.2%-42.1pp |
| Annual return | 42.84% | -44.01%+86.8pp | 182.05%-139.2pp | 10.78%+32.1pp |
| Employer contribution / active EE | $89 | $418-78.8% | $1,153-92.3% | $1,899-95.3% |
| Participant deferral / active EE | $240 | $843-71.5% | $1,829-86.9% | $3,046-92.1% |
| Admin fee / account holder | $99 | $83+18.6% | $2,232-95.6% | $91+8.8% |