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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVE SECURITIES C/O GLIC Service code 26 · EIN 13-4023176 ATTN IMAGING SHARED SERVICES · BETHLEHEM, PA 18017 | Advisory (Participants) | $8,263 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,240 | $55,437-67.1% | $155,534-88.3% | $74,459-75.5% |
| Participation rate | 40.8% | 61.9%-21.1pp | 78.2%-37.4pp | 67.2%-26.4pp |
| Annual return | 8.91% | 269.58%-260.7pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,236 | $2,837-21.2% | $5,630-60.3% | $4,350-48.6% |
| Admin fee / account holder | $266 | $1,742-84.8% | $15,900-98.3% | $1,945-86.3% |