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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK NATIONAL BANK Service code 21 · EIN 31-1198067 50 NORTH 3RD STREET · NEWARK, OH 43055 | Bank Trustee | $24,621 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,112 | $71,883+40.7% | $86,677+16.7% | $68,494+47.6% |
| Participation rate | 32.6% | 72.2%-39.6pp | 76.6%-44.0pp | 67.9%-35.3pp |
| Annual return | -19.94% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $716 | $2,173-67.0% | $2,836-74.8% | $2,596-72.4% |
| Participant deferral / active EE | $1,294 | $3,779-65.7% | $4,656-72.2% | $4,027-67.9% |
| Admin fee / account holder | $794 | $6,112-87.0% | $7,493-89.4% | $5,403-85.3% |