Filed January 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $36,043 |
Filed as: ENVESTNET Service code 26 · EIN 20-1409613 | Advisory (Participants) | $9,019 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,494 |
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 | $83,900 | $79,223+5.9% | $102,460-18.1% | $74,478+12.7% |
| Participation rate | 89.8% | 74.8%+15.1pp | 76.5%+13.3pp | 67.2%+22.6pp |
| Annual return | 11.97% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $3,161 | $2,363+33.8% | $3,025+4.5% | $2,626+20.4% |
| Participant deferral / active EE | $9,259 | $4,417+109.6% | $5,056+83.1% | $4,350+112.8% |
| Admin fee / account holder | $218 | $2,003-89.1% | $9,460-97.7% | $1,946-88.8% |