Filed January 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $34,295 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,778 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,886 | $65,453+15.9% | $86,691-12.5% | $66,930+13.4% |
| Participation rate | 94.9% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.1pp |
| Annual return | -14.32% | -10.89%-3.4pp | 35.94%-50.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $2,313 | $2,154+7.4% | $2,837-18.5% | $2,545-9.1% |
| Participant deferral / active EE | $8,597 | $4,102+109.6% | $4,656+84.6% | $4,238+102.9% |
| Admin fee / account holder | $205 | $642-68.1% | $7,492-97.3% | $593-65.5% |